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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
TAF
376
Tredje AP-fonden
Sweden
$2.09M +$170K +745 +9%
MAM
377
Mirabaud Asset Management
United Kingdom
$2.08M +$629K +2,758 +47%
LF
378
Lantz Financial
Illinois
$2.05M -$68K -298 -3%
TRSOTSOK
379
Teachers Retirement System of the State of Kentucky
Kentucky
$2.05M
HFS
380
Hantz Financial Services
Michigan
$2.04M -$189K -830 -8%
AF
381
Avanza Fonder
Sweden
$2M
BHIA
382
Birch Hill Investment Advisors
Massachusetts
$1.99M +$430K +1,885 +27%
ZIG
383
Zurich Insurance Group
Switzerland
$1.94M +$1.98M +8,700 New
MSU
384
Mizuho Securities USA
New York
$1.94M -$7.3K -32 -0.4%
AC
385
Allstate Corporation
Illinois
$1.93M +$987K +4,329 +100%
Envestnet Portfolio Solutions
386
Envestnet Portfolio Solutions
Illinois
$1.9M +$49.3K +216 +3%
HIP
387
HUB Investment Partners
Texas
$1.89M +$1.62M +7,120 +523%
VNA
388
Valley National Advisers
Pennsylvania
$1.89M -$56.1K -246 -3%
NB
389
Norinchukin Bank
Japan
$1.88M +$151K +660 +9%
NGA
390
Naples Global Advisors
Florida
$1.86M +$23.9K +105 +1%
LIM
391
Leavell Investment Management
Alabama
$1.85M -$140K -615 -7%
VIA
392
Virtus Investment Advisers
Connecticut
$1.85M +$1.89M +8,300 New
TCA
393
Transcend Capital Advisors
New Jersey
$1.85M -$466K -2,043 -20%
LNWTC
394
Laird Norton Wetherby Trust Company
Washington
$1.84M +$1.87M +8,221 New
ATPW
395
Ashton Thomas Private Wealth
Arizona
$1.81M -$18.9K -83 -1%
Wellington Management Group
396
Wellington Management Group
Massachusetts
$1.81M +$71.8K +315 +4%
PPC
397
Park Place Capital
Alabama
$1.81M -$73.2K -321 -4%
PPF
398
PFA Pension Forsikringsaktieselskab
$1.81M +$1.83M +8,016 New
OTL
399
Oak Thistle LLC
New York
$1.79M -$237K -1,041 -11%
LCM
400
Logan Capital Management
Pennsylvania
$1.78M -$121K -532 -6%