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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
LAM
351
LECAP Asset Management
United Kingdom
$2.7M
CIA
352
Concurrent Investment Advisors
Florida
$2.68M
WBC
353
Westpac Banking Corp
Australia
$2.66M
CCM
354
Coldstream Capital Management
Washington
$2.66M
Two Sigma Investments
355
Two Sigma Investments
New York
$2.65M
MFG
356
Merit Financial Group
Georgia
$2.64M
CBUSF
357
Construction & Building Unions Superannuation Fund
Australia
$2.55M
IIM
358
INTECH Investment Management
Florida
$2.52M
AT
359
American Trust
Kentucky
$2.51M
Rafferty Asset Management
360
Rafferty Asset Management
New York
$2.51M
TCA
361
Transcend Capital Advisors
New Jersey
$2.46M
Millennium Management
362
Millennium Management
New York
$2.46M
FT
363
Fiduciary Trust
Massachusetts
$2.45M
WA1
364
Wimmer Associates 1
California
$2.41M
Public Sector Pension Investment Board (PSP Investments)
365
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.41M
BAMF
366
BI Asset Management Fondsmaeglerselskab
Denmark
$2.39M
HFS
367
Hantz Financial Services
Michigan
$2.37M
MAA
368
Mraz Amerine & Associates
California
$2.37M
GT
369
Greenleaf Trust
Michigan
$2.33M
TC
370
TownSquare Capital
Utah
$2.31M
Janney Montgomery Scott
371
Janney Montgomery Scott
Pennsylvania
$2.29M
Susquehanna International Group
372
Susquehanna International Group
Pennsylvania
$2.29M
WC
373
Waterloo Capital
Texas
$2.29M
Pacer Advisors
374
Pacer Advisors
Pennsylvania
$2.26M
LF
375
Lantz Financial
Illinois
$2.26M