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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 389 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 389

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

68% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $48.8M

Holders
1,093
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.5M
Puts
$48.8M
Net Calls
Net Calls Change

Top Sellers

1 -$312M
2 -$147M
3 -$133M
4
Millennium Management
Millennium Management
New York
-$76.6M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFW
251
Brady Family Wealth
Missouri
$6.14M
State of Tennessee, Department of Treasury
252
State of Tennessee, Department of Treasury
Tennessee
$5.98M
Retirement Systems of Alabama
253
Retirement Systems of Alabama
Alabama
$5.95M
Cerity Partners
254
Cerity Partners
New York
$5.84M
NAAA
255
New Age Alpha Advisors
New York
$5.8M
Skandinaviska Enskilda Banken (SEB)
256
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.8M
LFAS
257
Level Four Advisory Services
Texas
$5.75M
BMCM
258
Bryn Mawr Capital Management
Pennsylvania
$5.72M
PP
259
Prudential plc
United Kingdom
$5.7M
Bank of Nova Scotia
260
Bank of Nova Scotia
Ontario, Canada
$5.69M
ZCI
261
Zevenbergen Capital Investments
Washington
$5.5M
HPIA
262
Hamilton Point Investment Advisors
North Carolina
$5.45M
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$5.41M
EW
264
Evexia Wealth
Wisconsin
$5.34M
N
265
Numerai
California
$5.3M
Pathstone Holdings
266
Pathstone Holdings
New Jersey
$5.24M
OAM
267
Occidental Asset Management
California
$4.97M
CAC
268
Core Alternative Capital
Georgia
$4.97M
Bank Julius Baer & Co
269
Bank Julius Baer & Co
Switzerland
$4.91M
CFB
270
Cullen/Frost Bankers
Texas
$4.9M
EAM
271
Erste Asset Management
Austria
$4.81M
UIM
272
USS Investment Management
United Kingdom
$4.79M
KIC
273
Kensington Investment Counsel
California
$4.79M
GAM
274
Griffin Asset Management
New York
$4.78M
EMPI
275
Elo Mutual Pension Insurance
Finland
$4.72M