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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
FNA
326
First National Advisers
Nebraska
$3.06M
UM
327
UniSuper Management
Australia
$3M
OPERF
328
Oregon Public Employees Retirement Fund
Oregon
$2.99M
RC
329
Roundview Capital
New Jersey
$2.98M
SFCL
330
Strengthening Families & Communities LLC
Massachusetts
$2.98M
KC
331
Kepler Cheuvreux
$2.97M
Jones Financial Companies
332
Jones Financial Companies
Missouri
$2.96M
HI
333
Horizon Investments
North Carolina
$2.92M
VIM
334
Vinva Investment Management
Australia
$2.9M
AM
335
AGF Management
Ontario, Canada
$2.88M
RMSCM
336
R.M. Sincerbeaux Capital Management
New York
$2.88M
ET
337
Entropy Technologies
New York
$2.84M
FLPIM
338
F.L. Putnam Investment Management
Massachusetts
$2.81M
MOACM
339
Mutual of America Capital Management
New York
$2.8M
QCM
340
QRG Capital Management
Illinois
$2.79M
BG
341
BDF Gestion
France
$2.77M
TFP
342
Tilia Fiduciary Partners
North Carolina
$2.77M
OAM
343
Oppenheimer Asset Management
New York
$2.74M
DWM
344
Dakota Wealth Management
Florida
$2.7M
AP
345
Appleton Partners
Massachusetts
$2.69M
PA
346
Pinnacle Associates
New York
$2.69M
UOTTAIMCU
347
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.69M
BCI
348
Brinker Capital Investments
Pennsylvania
$2.67M
KAS
349
Kestra Advisory Services
Texas
$2.66M
SRS
350
Strong Retirement Solutions
Washington
$2.65M