We are live on ! Find out more
BR icon

Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
351
Brinker Capital Investments
Pennsylvania
$2.67M -$202K -887 -7%
KAS
352
Kestra Advisory Services
Texas
$2.66M +$64.8K +284 +2%
SRS
353
Strong Retirement Solutions
Washington
$2.65M +$2.71M +11,882 New
CBUSF
354
Construction & Building Unions Superannuation Fund
Australia
$2.61M +$228K +1,000 +9%
WBC
355
Westpac Banking Corp
Australia
$2.54M +$44.9K +197 +2%
Los Angeles Capital Management
356
Los Angeles Capital Management
California
$2.53M -$167K -732 -6%
KA
357
Kintegral Advisory
New York
$2.51M -$69.8K -306 -3%
State of Tennessee, Department of Treasury
358
State of Tennessee, Department of Treasury
Tennessee
$2.49M -$2.84M -12,470 -50%
IMCOOI
359
Investment Management Corp of Ontario (IMCO)
Canada
$2.48M +$534K +2,340 +27%
SFI
360
Siemens Fonds Invest
Germany
$2.48M -$381K -1,671 -13%
RFC
361
Regions Financial Corp
Alabama
$2.46M -$472K -2,071 -16%
ACM
362
Aquatic Capital Management
Illinois
$2.44M +$2.5M +10,942 New
HSA
363
HBK Sorce Advisory
Pennsylvania
$2.44M +$43.8K +192 +1%
CCM
364
Coldstream Capital Management
Washington
$2.43M -$66.8K -293 -3%
PAM
365
Panagora Asset Management
Massachusetts
$2.37M +$1.94M +8,493 +401%
AT
366
American Trust
Kentucky
$2.34M -$16.4K -72 -0.7%
Rafferty Asset Management
367
Rafferty Asset Management
New York
$2.32M -$33.3K -146 -1%
APWM
368
Argonautica Private Wealth Management
Massachusetts
$2.32M +$2.37M +10,374 New
FT
369
Fiduciary Trust
Massachusetts
$2.26M -$36K -158 -2%
WA1
370
Wimmer Associates 1
California
$2.26M -$3.42K -15 -0.1%
WC
371
Waterloo Capital
Texas
$2.23M +$93.5K +410 +4%
MAA
372
Mraz Amerine & Associates
California
$2.22M
GT
373
Greenleaf Trust
Michigan
$2.21M +$23.9K +105 +1%
MFG
374
Merit Financial Group
Georgia
$2.2M -$288K -1,264 -11%
Janney Montgomery Scott
375
Janney Montgomery Scott
Pennsylvania
$2.11M -$37.6K -165 -2%