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Broadridge

1,120 hedge funds and large institutions have $23.8B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 361 increasing their positions, 436 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $25.1B → $23.8B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.2M
Puts
$15.4M
Net Calls
Net Calls Change

Top Buyers

1 +$177M
2 +$123M
3 +$119M
4
JP Morgan Chase
JP Morgan Chase
New York
+$111M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$111M

Top Sellers

1 -$150M
2 -$139M
3 -$120M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$110M
5
Morgan Stanley
Morgan Stanley
New York
-$98.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
251
Pathstone Holdings
New Jersey
$5.11M
Allianz Asset Management
252
Allianz Asset Management
Germany
$5.04M
Squarepoint
253
Squarepoint
New York
$5.02M
Commonwealth Equity Services
254
Commonwealth Equity Services
Massachusetts
$5.01M
Mirae Asset Global Investments
255
Mirae Asset Global Investments
South Korea
$4.96M
EW
256
Evexia Wealth
Wisconsin
$4.9M
OAM
257
Occidental Asset Management
California
$4.86M
UIM
258
USS Investment Management
United Kingdom
$4.86M
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$4.81M
BA
260
Bridgewater Associates
Connecticut
$4.77M
GAM
261
Griffin Asset Management
New York
$4.76M
KBC Group
262
KBC Group
Belgium
$4.72M
KIC
263
Kensington Investment Counsel
California
$4.67M
Cerity Partners
264
Cerity Partners
New York
$4.62M
BCIM
265
British Columbia Investment Management
British Columbia, Canada
$4.61M
HKAM
266
Horizon Kinetics Asset Management
New York
$4.56M
PP
267
Prudential plc
United Kingdom
$4.53M
Bank of Nova Scotia
268
Bank of Nova Scotia
Ontario, Canada
$4.51M
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$4.49M
ACG
270
Allen Capital Group
Nebraska
$4.49M
WP
271
Woodline Partners
California
$4.44M
CAC
272
Core Alternative Capital
Georgia
$4.43M
SWP
273
Stratos Wealth Partners
Ohio
$4.39M
Ensign Peak Advisors
274
Ensign Peak Advisors
Utah
$4.39M
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
$4.37M