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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, 373 increasing their positions, 390 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: 373 | Existing positions reduced: 390

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
OTL
376
Oak Thistle LLC
New York
$2.16M
Holocene Advisors
377
Holocene Advisors
New York
$2.14M
AF
378
Avanza Fonder
Sweden
$2.13M
VIM
379
Vinva Investment Management
Australia
$2.13M
LIM
380
Leavell Investment Management
Alabama
$2.12M
RPI
381
Railway Pension Investments
United Kingdom
$2.12M
BA
382
Bridgewater Associates
Connecticut
$2.1M
IMCOOI
383
Investment Management Corp of Ontario (IMCO)
Canada
$2.09M
VNA
384
Valley National Advisers
Pennsylvania
$2.08M
1832 Asset Management
385
1832 Asset Management
Ontario, Canada
$2.07M
TAF
386
Tredje AP-fonden
Sweden
$2.05M
LCM
387
Logan Capital Management
Pennsylvania
$2.03M
PPC
388
Park Place Capital
Alabama
$2.01M
Carson Wealth (CWM LLC)
389
Carson Wealth (CWM LLC)
Nebraska
$2M
RWP
390
RWA Wealth Partners
Massachusetts
$1.99M
LF
391
Lee Financial
Texas
$1.99M
Envestnet Portfolio Solutions
392
Envestnet Portfolio Solutions
Illinois
$1.98M
O
393
Ossiam
France
$1.96M
NGA
394
Naples Global Advisors
Florida
$1.96M
ATPW
395
Ashton Thomas Private Wealth
Arizona
$1.95M
TCM
396
Tributary Capital Management
Nebraska
$1.91M
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