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Broadridge

1,101 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, 374 increasing their positions, 394 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: $ → $

5% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 394

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
1,101
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
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$3.19M
OPERF
327
Oregon Public Employees Retirement Fund
Oregon
$3.19M
GAM
328
Generali Asset Management
Italy
$3.18M
BG
329
BDF Gestion
France
$3.16M
RFC
330
Regions Financial Corp
Alabama
$3.12M
RMSCM
331
R.M. Sincerbeaux Capital Management
New York
$3.07M
SFCL
332
Strengthening Families & Communities LLC
Massachusetts
$3.06M
BCI
333
Brinker Capital Investments
Pennsylvania
$3.06M
HSA
334
HBK Sorce Advisory
Pennsylvania
$3.05M
FLPIM
335
F.L. Putnam Investment Management
Massachusetts
$3.05M
OAML
336
OP Asset Management Ltd
$3.04M
MOACM
337
Mutual of America Capital Management
New York
$3.02M
SFI
338
Siemens Fonds Invest
Germany
$3.02M
NIM
339
NEOS Investment Management
Connecticut
$3M
AM
340
AGF Management
Ontario, Canada
$2.96M
Los Angeles Capital Management
341
Los Angeles Capital Management
California
$2.9M
PA
342
Pinnacle Associates
New York
$2.89M
BAM
343
Bell Asset Management
Australia
$2.87M
OAM
344
Oppenheimer Asset Management
New York
$2.85M
AP
345
Appleton Partners
Massachusetts
$2.85M
TFP
346
Tilia Fiduciary Partners
North Carolina
$2.83M
HI
347
Horizon Investments
North Carolina
$2.79M
RC
348
Roundview Capital
New Jersey
$2.78M
KAS
349
Kestra Advisory Services
Texas
$2.77M
KA
350
Kintegral Advisory
New York
$2.75M