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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
WBC
351
Westpac Banking Corp
Australia
$2.66M
CCM
352
Coldstream Capital Management
Washington
$2.66M
Two Sigma Investments
353
Two Sigma Investments
New York
$2.65M
MFG
354
Merit Financial Group
Georgia
$2.64M
CBUSF
355
Construction & Building Unions Superannuation Fund
Australia
$2.55M
IIM
356
INTECH Investment Management
Florida
$2.52M
AT
357
American Trust
Kentucky
$2.51M
Rafferty Asset Management
358
Rafferty Asset Management
New York
$2.51M
TCA
359
Transcend Capital Advisors
New Jersey
$2.46M
Millennium Management
360
Millennium Management
New York
$2.46M
FT
361
Fiduciary Trust
Massachusetts
$2.45M
WA1
362
Wimmer Associates 1
California
$2.41M
Public Sector Pension Investment Board (PSP Investments)
363
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.41M
BAMF
364
BI Asset Management Fondsmaeglerselskab
Denmark
$2.39M
HFS
365
Hantz Financial Services
Michigan
$2.37M
MAA
366
Mraz Amerine & Associates
California
$2.37M
GT
367
Greenleaf Trust
Michigan
$2.33M
TC
368
TownSquare Capital
Utah
$2.31M
Janney Montgomery Scott
369
Janney Montgomery Scott
Pennsylvania
$2.29M
Susquehanna International Group
370
Susquehanna International Group
Pennsylvania
$2.29M
WC
371
Waterloo Capital
Texas
$2.29M
Pacer Advisors
372
Pacer Advisors
Pennsylvania
$2.26M
LF
373
Lantz Financial
Illinois
$2.26M
TRSOTSOK
374
Teachers Retirement System of the State of Kentucky
Kentucky
$2.19M
MSU
375
Mizuho Securities USA
New York
$2.18M