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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
MC
301
Middleton & Co
Massachusetts
$3.9M
CBU
302
CIBC Bancorp USA
Illinois
$3.85M
WSFS
303
Wilmington Savings Fund Society
Delaware
$3.72M
WP
304
Woodline Partners
California
$3.69M
FNA
305
First National Advisers
Nebraska
$3.62M
CCIA
306
Campbell & Co Investment Adviser
Maryland
$3.61M
NAM
307
Nissay Asset Management
Japan
$3.6M
IB
308
Intrust Bank
Kansas
$3.59M
HKAM
309
Horizon Kinetics Asset Management
New York
$3.58M
VPIM
310
Vanguard Personalized Indexing Management
California
$3.53M
SLC
311
Second Line Capital
Louisiana
$3.46M
ASN
312
Advisory Services Network
Georgia
$3.46M
DIA
313
Dean Investment Associates
Ohio
$3.43M
KC
314
Kepler Cheuvreux
$3.42M
PAI
315
Pittenger & Anderson Inc
Nebraska
$3.39M
GWANC
316
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.39M
MWM
317
Modern Wealth Management
Kansas
$3.38M
UM
318
UniSuper Management
Australia
$3.25M
IPAM
319
ICICI Prudential Asset Management
India
$3.2M
OQS
320
Occudo Quantitative Strategies
Florida
$3.2M
P
321
&Partners
Tennessee
$3.2M
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$3.19M
OPERF
323
Oregon Public Employees Retirement Fund
Oregon
$3.19M
GAM
324
Generali Asset Management
Italy
$3.18M
BG
325
BDF Gestion
France
$3.16M