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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
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
VIM
376
Vinva Investment Management
Australia
$2.13M
LIM
377
Leavell Investment Management
Alabama
$2.12M
RPI
378
Railway Pension Investments
United Kingdom
$2.12M
BA
379
Bridgewater Associates
Connecticut
$2.1M
IMCOOI
380
Investment Management Corp of Ontario (IMCO)
Canada
$2.09M
VNA
381
Valley National Advisers
Pennsylvania
$2.08M
1832 Asset Management
382
1832 Asset Management
Ontario, Canada
$2.07M
TAF
383
Tredje AP-fonden
Sweden
$2.05M
LCM
384
Logan Capital Management
Pennsylvania
$2.03M
PPC
385
Park Place Capital
Alabama
$2.01M
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$2M
RWP
387
RWA Wealth Partners
Massachusetts
$1.99M
LF
388
Lee Financial
Texas
$1.99M
Envestnet Portfolio Solutions
389
Envestnet Portfolio Solutions
Illinois
$1.98M
O
390
Ossiam
France
$1.96M
NGA
391
Naples Global Advisors
Florida
$1.96M
ATPW
392
Ashton Thomas Private Wealth
Arizona
$1.95M
TCM
393
Tributary Capital Management
Nebraska
$1.91M
PAS
394
Park Avenue Securities
New York
$1.9M
SL
395
Sentry LLC
Tennessee
$1.89M
IMRF
396
Illinois Municipal Retirement Fund
Illinois
$1.89M
CG
397
Caprock Group
Idaho
$1.87M
MGP
398
Metis Global Partners
California
$1.86M
AA
399
ALPS Advisors
Colorado
$1.86M
Wellington Management Group
400
Wellington Management Group
Massachusetts
$1.86M