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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
IMPI
276
Ilmarinen Mutual Pension Insurance
Finland
$4.35M
URS
277
Utah Retirement Systems
Utah
$4.3M
BC
278
Burney Company
Virginia
$4.29M
WFMPM
279
Woodley Farra Manion Portfolio Management
Indiana
$4.28M
EAM
280
Erste Asset Management
Austria
$4.26M
BOCM
281
Bontempo Ohly Capital Management
Maryland
$4.22M
BAMF
282
BI Asset Management Fondsmaeglerselskab
Denmark
$4.18M
AAM
283
Aureus Asset Management
Massachusetts
$4.12M
IAA
284
Independent Advisor Alliance
North Carolina
$4.02M
PAMP
285
Polar Asset Management Partners
Ontario, Canada
$4.01M
SPIA
286
Steward Partners Investment Advisory
New York
$4.01M
PFSRSONJ
287
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.01M
YIH
288
Y-Intercept (HK)
Hong Kong
$4M
BAM
289
Bell Asset Management
Australia
$3.99M
RPI
290
Railway Pension Investments
United Kingdom
$3.95M
PGAM
291
Princeton Global Asset Management
New Jersey
$3.92M
NA
292
Nordwand Advisors
Pennsylvania
$3.91M
PCM
293
Parsons Capital Management
Rhode Island
$3.87M
SNB
294
Security National Bank
Nebraska
$3.82M
CIA
295
Concurrent Investment Advisors
Florida
$3.8M
LRIC
296
Long Road Investment Counsel
Michigan
$3.78M
NYLIM
297
New York Life Investment Management
New York
$3.78M
GAM
298
Generali Asset Management
Italy
$3.76M
CFB
299
Cullen/Frost Bankers
Texas
$3.73M
Bank Julius Baer & Co
300
Bank Julius Baer & Co
Switzerland
$3.63M