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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
CBUSF
351
Construction & Building Unions Superannuation Fund
Australia
$2.61M
WBC
352
Westpac Banking Corp
Australia
$2.54M
Los Angeles Capital Management
353
Los Angeles Capital Management
California
$2.53M
KA
354
Kintegral Advisory
New York
$2.51M
State of Tennessee, Department of Treasury
355
State of Tennessee, Department of Treasury
Tennessee
$2.49M
IMCOOI
356
Investment Management Corp of Ontario (IMCO)
Canada
$2.48M
SFI
357
Siemens Fonds Invest
Germany
$2.48M
RFC
358
Regions Financial Corp
Alabama
$2.46M
ACM
359
Aquatic Capital Management
Illinois
$2.44M
HSA
360
HBK Sorce Advisory
Pennsylvania
$2.44M
CCM
361
Coldstream Capital Management
Washington
$2.43M
PAM
362
Panagora Asset Management
Massachusetts
$2.37M
AT
363
American Trust
Kentucky
$2.34M
Rafferty Asset Management
364
Rafferty Asset Management
New York
$2.32M
APWM
365
Argonautica Private Wealth Management
Massachusetts
$2.32M
FT
366
Fiduciary Trust
Massachusetts
$2.26M
WA1
367
Wimmer Associates 1
California
$2.26M
WC
368
Waterloo Capital
Texas
$2.23M
MAA
369
Mraz Amerine & Associates
California
$2.22M
GT
370
Greenleaf Trust
Michigan
$2.21M
MFG
371
Merit Financial Group
Georgia
$2.2M
Janney Montgomery Scott
372
Janney Montgomery Scott
Pennsylvania
$2.11M
TAF
373
Tredje AP-fonden
Sweden
$2.09M
MAM
374
Mirabaud Asset Management
United Kingdom
$2.08M
LF
375
Lantz Financial
Illinois
$2.05M