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Broadridge

1,086 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 370 increasing their positions, 386 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: 370 | Existing positions reduced: 386

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
1,086
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
Wealthfront Advisers
276
Wealthfront Advisers
California
$4.65M
IMPI
277
Ilmarinen Mutual Pension Insurance
Finland
$4.64M
URS
278
Utah Retirement Systems
Utah
$4.59M
ACG
279
Allen Capital Group
Nebraska
$4.58M
BC
280
Burney Company
Virginia
$4.56M
WFMPM
281
Woodley Farra Manion Portfolio Management
Indiana
$4.54M
PFSRSONJ
282
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.49M
BOCM
283
Bontempo Ohly Capital Management
Maryland
$4.49M
Mirae Asset Global Investments
284
Mirae Asset Global Investments
South Korea
$4.39M
A
285
AlphaQuest
New York
$4.36M
Cambridge Investment Research Advisors
286
Cambridge Investment Research Advisors
Iowa
$4.33M
LOAME
287
Lombard Odier Asset Management (Europe)
United Kingdom
$4.32M
SAM
288
Shell Asset Management
Netherlands
$4.29M
SPIA
289
Steward Partners Investment Advisory
New York
$4.26M
IAA
290
Independent Advisor Alliance
North Carolina
$4.21M
PGAM
291
Princeton Global Asset Management
New Jersey
$4.17M
NA
292
Nordwand Advisors
Pennsylvania
$4.15M
LRIC
293
Long Road Investment Counsel
Michigan
$4.1M
NYLIM
294
New York Life Investment Management
New York
$4.07M
PCM
295
Parsons Capital Management
Rhode Island
$4.06M
CS
296
Candriam SCA
Luxembourg
$4.05M
BCIM
297
British Columbia Investment Management
British Columbia, Canada
$4.02M
SNB
298
Security National Bank
Nebraska
$4.01M
YCM
299
Yousif Capital Management
Michigan
$3.99M
SOADOR
300
State of Alaska Department of Revenue
Alaska
$3.94M