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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
MC
301
Middleton & Co
Massachusetts
$3.62M
CS
302
Candriam SCA
Luxembourg
$3.58M
Neuberger Berman Group
303
Neuberger Berman Group
New York
$3.58M
RIM
304
Rakuten Investment Management
Japan
$3.55M
WSFS
305
Wilmington Savings Fund Society
Delaware
$3.51M
SOADOR
306
State of Alaska Department of Revenue
Alaska
$3.48M
BFG
307
Bleakley Financial Group
New Jersey
$3.48M
CFO
308
Callan Family Office
Pennsylvania
$3.46M
YCM
309
Yousif Capital Management
Michigan
$3.45M
NAM
310
Nissay Asset Management
Japan
$3.41M
Public Sector Pension Investment Board (PSP Investments)
311
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.38M
NIM
312
NEOS Investment Management
Connecticut
$3.36M
SLC
313
Second Line Capital
Louisiana
$3.36M
Pacer Advisors
314
Pacer Advisors
Pennsylvania
$3.35M
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$3.3M
VPIM
316
Vanguard Personalized Indexing Management
California
$3.29M
GWANC
317
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.27M
DIA
318
Dean Investment Associates
Ohio
$3.27M
IB
319
Intrust Bank
Kansas
$3.26M
ASN
320
Advisory Services Network
Georgia
$3.25M
P
321
&Partners
Tennessee
$3.25M
SA
322
Sanctuary Advisors
Indiana
$3.23M
Wealthfront Advisers
323
Wealthfront Advisers
California
$3.21M
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$3.21M
MWM
325
Modern Wealth Management
Kansas
$3.16M