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Broadridge

1,100 hedge funds and large institutions have $25.1B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 373 increasing their positions, 395 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 395

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
1,100
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 Buyers

1 +$803M
2 +$169M
3 +$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1 -$326M
2 -$154M
3 -$139M
4
Millennium Management
Millennium Management
New York
-$80.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EMPI
276
Elo Mutual Pension Insurance
Finland
$4.72M
SMDAM
277
Sumitomo Mitsui DS Asset Management
Japan
$4.71M
SWP
278
Stratos Wealth Partners
Ohio
$4.67M
Wealthfront Advisers
279
Wealthfront Advisers
California
$4.65M
IMPI
280
Ilmarinen Mutual Pension Insurance
Finland
$4.64M
URS
281
Utah Retirement Systems
Utah
$4.59M
ACG
282
Allen Capital Group
Nebraska
$4.58M
BC
283
Burney Company
Virginia
$4.56M
WFMPM
284
Woodley Farra Manion Portfolio Management
Indiana
$4.54M
PFSRSONJ
285
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.49M
BOCM
286
Bontempo Ohly Capital Management
Maryland
$4.49M
Mirae Asset Global Investments
287
Mirae Asset Global Investments
South Korea
$4.39M
A
288
AlphaQuest
New York
$4.36M
Cambridge Investment Research Advisors
289
Cambridge Investment Research Advisors
Iowa
$4.33M
LOAME
290
Lombard Odier Asset Management (Europe)
United Kingdom
$4.32M
SAM
291
Shell Asset Management
Netherlands
$4.29M
SPIA
292
Steward Partners Investment Advisory
New York
$4.26M
IAA
293
Independent Advisor Alliance
North Carolina
$4.21M
PGAM
294
Princeton Global Asset Management
New Jersey
$4.17M
NA
295
Nordwand Advisors
Pennsylvania
$4.15M
LRIC
296
Long Road Investment Counsel
Michigan
$4.1M
NYLIM
297
New York Life Investment Management
New York
$4.07M
PCM
298
Parsons Capital Management
Rhode Island
$4.06M
CS
299
Candriam SCA
Luxembourg
$4.05M
BCIM
300
British Columbia Investment Management
British Columbia, Canada
$4.02M