We are live on ! Find out more
BR icon

Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
276
Ensign Peak Advisors
Utah
$4.39M -$6.27M -27,497 -58%
Susquehanna International Group
277
Susquehanna International Group
Pennsylvania
$4.37M +$2.27M +9,960 +104%
IMPI
278
Ilmarinen Mutual Pension Insurance
Finland
$4.35M
URS
279
Utah Retirement Systems
Utah
$4.3M
BC
280
Burney Company
Virginia
$4.29M +$24.6K +108 +0.6%
WFMPM
281
Woodley Farra Manion Portfolio Management
Indiana
$4.28M +$19.4K +85 +0.4%
EAM
282
Erste Asset Management
Austria
$4.26M -$371K -1,625 -8%
BOCM
283
Bontempo Ohly Capital Management
Maryland
$4.22M +$14.1K +62 +0.3%
BAMF
284
BI Asset Management Fondsmaeglerselskab
Denmark
$4.18M +$1.98M +8,700 +87%
AAM
285
Aureus Asset Management
Massachusetts
$4.12M -$2.53M -11,084 -38%
IAA
286
Independent Advisor Alliance
North Carolina
$4.02M +$75.7K +332 +2%
PAMP
287
Polar Asset Management Partners
Ontario, Canada
$4.01M +$4.1M +17,978 New
SPIA
288
Steward Partners Investment Advisory
New York
$4.01M +$20.1K +88 +0.5%
PFSRSONJ
289
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.01M -$209K -918 -5%
YIH
290
Y-Intercept (HK)
Hong Kong
$4M -$7.38M -32,378 -64%
BAM
291
Bell Asset Management
Australia
$3.99M +$1.31M +5,747 +48%
RPI
292
Railway Pension Investments
United Kingdom
$3.95M +$2.01M +8,800 +99%
PGAM
293
Princeton Global Asset Management
New Jersey
$3.92M +$17.8K +78 +0.4%
NA
294
Nordwand Advisors
Pennsylvania
$3.91M +$26.2K +115 +0.7%
PCM
295
Parsons Capital Management
Rhode Island
$3.87M +$68K +298 +2%
SNB
296
Security National Bank
Nebraska
$3.82M +$56.1K +246 +1%
CIA
297
Concurrent Investment Advisors
Florida
$3.8M +$1.32M +5,789 +51%
LRIC
298
Long Road Investment Counsel
Michigan
$3.78M -$62.7K -275 -2%
NYLIM
299
New York Life Investment Management
New York
$3.78M -$36K -158 -0.9%
GAM
300
Generali Asset Management
Italy
$3.76M +$791K +3,467 +26%