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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
MSU
376
Mizuho Securities USA
New York
$2.18M
OTL
377
Oak Thistle LLC
New York
$2.16M
Holocene Advisors
378
Holocene Advisors
New York
$2.14M
AF
379
Avanza Fonder
Sweden
$2.13M
VIM
380
Vinva Investment Management
Australia
$2.13M
LIM
381
Leavell Investment Management
Alabama
$2.12M
RPI
382
Railway Pension Investments
United Kingdom
$2.12M
BA
383
Bridgewater Associates
Connecticut
$2.1M
IMCOOI
384
Investment Management Corp of Ontario (IMCO)
Canada
$2.09M
VNA
385
Valley National Advisers
Pennsylvania
$2.08M
1832 Asset Management
386
1832 Asset Management
Ontario, Canada
$2.07M
TAF
387
Tredje AP-fonden
Sweden
$2.05M
LCM
388
Logan Capital Management
Pennsylvania
$2.03M
PPC
389
Park Place Capital
Alabama
$2.01M
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$2M
RWP
391
RWA Wealth Partners
Massachusetts
$1.99M
LF
392
Lee Financial
Texas
$1.99M
Envestnet Portfolio Solutions
393
Envestnet Portfolio Solutions
Illinois
$1.98M
O
394
Ossiam
France
$1.96M
NGA
395
Naples Global Advisors
Florida
$1.96M
ATPW
396
Ashton Thomas Private Wealth
Arizona
$1.95M
PAS
397
Park Avenue Securities
New York
$1.9M
SL
398
Sentry LLC
Tennessee
$1.89M
IMRF
399
Illinois Municipal Retirement Fund
Illinois
$1.89M
CG
400
Caprock Group
Idaho
$1.87M