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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
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$4.71M
SWP
277
Stratos Wealth Partners
Ohio
$4.67M
Wealthfront Advisers
278
Wealthfront Advisers
California
$4.65M
IMPI
279
Ilmarinen Mutual Pension Insurance
Finland
$4.64M
URS
280
Utah Retirement Systems
Utah
$4.59M
ACG
281
Allen Capital Group
Nebraska
$4.58M
BC
282
Burney Company
Virginia
$4.56M
WFMPM
283
Woodley Farra Manion Portfolio Management
Indiana
$4.54M
PFSRSONJ
284
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.49M
BOCM
285
Bontempo Ohly Capital Management
Maryland
$4.49M
Mirae Asset Global Investments
286
Mirae Asset Global Investments
South Korea
$4.39M
A
287
AlphaQuest
New York
$4.36M
Cambridge Investment Research Advisors
288
Cambridge Investment Research Advisors
Iowa
$4.33M
LOAME
289
Lombard Odier Asset Management (Europe)
United Kingdom
$4.32M
SAM
290
Shell Asset Management
Netherlands
$4.29M
SPIA
291
Steward Partners Investment Advisory
New York
$4.26M
IAA
292
Independent Advisor Alliance
North Carolina
$4.21M
PGAM
293
Princeton Global Asset Management
New Jersey
$4.17M
NA
294
Nordwand Advisors
Pennsylvania
$4.15M
LRIC
295
Long Road Investment Counsel
Michigan
$4.1M
NYLIM
296
New York Life Investment Management
New York
$4.07M
PCM
297
Parsons Capital Management
Rhode Island
$4.06M
CS
298
Candriam SCA
Luxembourg
$4.05M
BCIM
299
British Columbia Investment Management
British Columbia, Canada
$4.02M
SNB
300
Security National Bank
Nebraska
$4.01M