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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
SNB
301
Security National Bank
Nebraska
$4.01M
YCM
302
Yousif Capital Management
Michigan
$3.99M
SOADOR
303
State of Alaska Department of Revenue
Alaska
$3.94M
MC
304
Middleton & Co
Massachusetts
$3.9M
CBU
305
CIBC Bancorp USA
Illinois
$3.85M
WSFS
306
Wilmington Savings Fund Society
Delaware
$3.72M
WP
307
Woodline Partners
California
$3.69M
FNA
308
First National Advisers
Nebraska
$3.62M
CCIA
309
Campbell & Co Investment Adviser
Maryland
$3.61M
NAM
310
Nissay Asset Management
Japan
$3.6M
IB
311
Intrust Bank
Kansas
$3.59M
HKAM
312
Horizon Kinetics Asset Management
New York
$3.58M
VPIM
313
Vanguard Personalized Indexing Management
California
$3.53M
SLC
314
Second Line Capital
Louisiana
$3.46M
ASN
315
Advisory Services Network
Georgia
$3.46M
DIA
316
Dean Investment Associates
Ohio
$3.43M
KC
317
Kepler Cheuvreux
$3.42M
PAI
318
Pittenger & Anderson Inc
Nebraska
$3.39M
GWANC
319
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.39M
MWM
320
Modern Wealth Management
Kansas
$3.38M
SA
321
Sanctuary Advisors
Indiana
$3.25M
UM
322
UniSuper Management
Australia
$3.25M
IPAM
323
ICICI Prudential Asset Management
India
$3.2M
OQS
324
Occudo Quantitative Strategies
Florida
$3.2M
P
325
&Partners
Tennessee
$3.2M