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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 389 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 389

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
1,093
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 Sellers

1 -$312M
2 -$147M
3 -$133M
4
Millennium Management
Millennium Management
New York
-$76.6M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
326
Oregon Public Employees Retirement Fund
Oregon
$3.19M
GAM
327
Generali Asset Management
Italy
$3.18M
BG
328
BDF Gestion
France
$3.16M
RFC
329
Regions Financial Corp
Alabama
$3.12M
RMSCM
330
R.M. Sincerbeaux Capital Management
New York
$3.07M
SFCL
331
Strengthening Families & Communities LLC
Massachusetts
$3.06M
BCI
332
Brinker Capital Investments
Pennsylvania
$3.06M
HSA
333
HBK Sorce Advisory
Pennsylvania
$3.05M
FLPIM
334
F.L. Putnam Investment Management
Massachusetts
$3.05M
MOACM
335
Mutual of America Capital Management
New York
$3.02M
SFI
336
Siemens Fonds Invest
Germany
$3.02M
NIM
337
NEOS Investment Management
Connecticut
$3M
AM
338
AGF Management
Ontario, Canada
$2.96M
Los Angeles Capital Management
339
Los Angeles Capital Management
California
$2.9M
PA
340
Pinnacle Associates
New York
$2.89M
BAM
341
Bell Asset Management
Australia
$2.87M
OAM
342
Oppenheimer Asset Management
New York
$2.85M
AP
343
Appleton Partners
Massachusetts
$2.85M
TFP
344
Tilia Fiduciary Partners
North Carolina
$2.83M
HI
345
Horizon Investments
North Carolina
$2.79M
RC
346
Roundview Capital
New Jersey
$2.78M
KAS
347
Kestra Advisory Services
Texas
$2.77M
KA
348
Kintegral Advisory
New York
$2.75M
LAM
349
LECAP Asset Management
United Kingdom
$2.7M
CIA
350
Concurrent Investment Advisors
Florida
$2.68M