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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
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$3.21M +$367K +1,607 +12%
MWM
327
Modern Wealth Management
Kansas
$3.16M -$7.53K -33 -0.2%
FNA
328
First National Advisers
Nebraska
$3.06M -$345K -1,512 -10%
UM
329
UniSuper Management
Australia
$3M -$42.4K -186 -1%
OPERF
330
Oregon Public Employees Retirement Fund
Oregon
$2.99M
RC
331
Roundview Capital
New Jersey
$2.98M +$384K +1,685 +14%
SFCL
332
Strengthening Families & Communities LLC
Massachusetts
$2.98M +$97.6K +428 +3%
KC
333
Kepler Cheuvreux
$2.97M -$233K -1,023 -7%
OAM
334
OP Asset Management
$2.96M +$117K +511 +4%
Jones Financial Companies
335
Jones Financial Companies
Missouri
$2.96M +$1.6M +7,029 +113%
HI
336
Horizon Investments
North Carolina
$2.92M +$313K +1,372 +12%
VIM
337
Vinva Investment Management
Australia
$2.9M +$898K +3,937 +44%
AM
338
AGF Management
Ontario, Canada
$2.88M +$116K +508 +4%
RMSCM
339
R.M. Sincerbeaux Capital Management
New York
$2.88M
ET
340
Entropy Technologies
New York
$2.84M +$2.9M +12,728 New
FLPIM
341
F.L. Putnam Investment Management
Massachusetts
$2.81M -$47K -206 -2%
MOACM
342
Mutual of America Capital Management
New York
$2.8M -$36.7K -161 -1%
QCM
343
QRG Capital Management
Illinois
$2.79M +$1.6M +7,009 +128%
BG
344
BDF Gestion
France
$2.77M -$189K -829 -6%
TFP
345
Tilia Fiduciary Partners
North Carolina
$2.77M +$118K +517 +4%
OAM
346
Oppenheimer Asset Management
New York
$2.74M +$63.9K +280 +2%
DWM
347
Dakota Wealth Management
Florida
$2.7M +$1.37M +6,003 +99%
AP
348
Appleton Partners
Massachusetts
$2.69M +$20.3K +89 +0.7%
PA
349
Pinnacle Associates
New York
$2.69M -$14.4K -63 -0.5%
UOTTAIMCU
350
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.69M +$2.74M +12,036 New