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Broadridge

1,100 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
1,100
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
CIA
351
Concurrent Investment Advisors
Florida
$2.68M
WBC
352
Westpac Banking Corp
Australia
$2.66M
CCM
353
Coldstream Capital Management
Washington
$2.66M
Two Sigma Investments
354
Two Sigma Investments
New York
$2.65M
MFG
355
Merit Financial Group
Georgia
$2.64M
CBUSF
356
Construction & Building Unions Superannuation Fund
Australia
$2.55M
IIM
357
INTECH Investment Management
Florida
$2.52M
AT
358
American Trust
Kentucky
$2.51M
Rafferty Asset Management
359
Rafferty Asset Management
New York
$2.51M
TCA
360
Transcend Capital Advisors
New Jersey
$2.46M
Millennium Management
361
Millennium Management
New York
$2.46M
FT
362
Fiduciary Trust
Massachusetts
$2.45M
WA1
363
Wimmer Associates 1
California
$2.41M
Public Sector Pension Investment Board (PSP Investments)
364
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.41M
BAMF
365
BI Asset Management Fondsmaeglerselskab
Denmark
$2.39M
HFS
366
Hantz Financial Services
Michigan
$2.37M
MAA
367
Mraz Amerine & Associates
California
$2.37M
GT
368
Greenleaf Trust
Michigan
$2.33M
TC
369
TownSquare Capital
Utah
$2.31M
Janney Montgomery Scott
370
Janney Montgomery Scott
Pennsylvania
$2.29M
Susquehanna International Group
371
Susquehanna International Group
Pennsylvania
$2.29M
WC
372
Waterloo Capital
Texas
$2.29M
Pacer Advisors
373
Pacer Advisors
Pennsylvania
$2.26M
LF
374
Lantz Financial
Illinois
$2.26M
TRSOTSOK
375
Teachers Retirement System of the State of Kentucky
Kentucky
$2.19M