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Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
301
Cullen/Frost Bankers
Texas
$3.73M -$881K -3,861 -19%
Bank Julius Baer & Co
302
Bank Julius Baer & Co
Switzerland
$3.63M -$1.03M -4,495 -22%
MC
303
Middleton & Co
Massachusetts
$3.62M -$31.9K -140 -0.9%
CS
304
Candriam SCA
Luxembourg
$3.58M -$217K -952 -6%
Neuberger Berman Group
305
Neuberger Berman Group
New York
$3.58M -$30.9M -135,653 -89%
RIM
306
Rakuten Investment Management
Japan
$3.55M -$36.3M -159,220 -91%
WSFS
307
Wilmington Savings Fund Society
Delaware
$3.51M +$30.3K +133 +0.9%
SOADOR
308
State of Alaska Department of Revenue
Alaska
$3.48M -$209K -915 -6%
BFG
309
Bleakley Financial Group
New Jersey
$3.48M +$3.56M +15,589 New
CFO
310
Callan Family Office
Pennsylvania
$3.46M +$2.02M +8,863 +133%
YCM
311
Yousif Capital Management
Michigan
$3.45M -$63.2K -277 -2%
NAM
312
Nissay Asset Management
Japan
$3.41M +$32.2K +141 +0.9%
Public Sector Pension Investment Board (PSP Investments)
313
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.38M +$1.15M +5,028 +50%
NIM
314
NEOS Investment Management
Connecticut
$3.36M +$564K +2,474 +20%
SLC
315
Second Line Capital
Louisiana
$3.36M +$112K +492 +3%
Pacer Advisors
316
Pacer Advisors
Pennsylvania
$3.35M +$1.26M +5,529 +58%
Cambridge Investment Research Advisors
317
Cambridge Investment Research Advisors
Iowa
$3.3M -$770K -3,378 -19%
VPIM
318
Vanguard Personalized Indexing Management
California
$3.29M -$21K -92 -0.6%
GWANC
319
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.27M +$101K +445 +3%
DIA
320
Dean Investment Associates
Ohio
$3.27M +$60.7K +266 +2%
IB
321
Intrust Bank
Kansas
$3.26M -$105K -462 -3%
ASN
322
Advisory Services Network
Georgia
$3.25M +$16K +70 +0.5%
P
323
&Partners
Tennessee
$3.25M +$248K +1,086 +8%
SA
324
Sanctuary Advisors
Indiana
$3.23M +$186K +817 +6%
Wealthfront Advisers
325
Wealthfront Advisers
California
$3.21M -$1.18M -5,178 -26%