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Broadridge

1,121 hedge funds and large institutions have $23.8B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 362 increasing their positions, 436 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $25.1B → $23.8B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.2M
Puts
$15.4M
Net Calls
Net Calls Change

Top Buyers

1 +$177M
2 +$123M
3 +$119M
4
JP Morgan Chase
JP Morgan Chase
New York
+$111M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$111M

Top Sellers

1 -$150M
2 -$139M
3 -$120M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$110M
5
Morgan Stanley
Morgan Stanley
New York
-$98.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
376
Lantz Financial
Illinois
$2.05M
TRSOTSOK
377
Teachers Retirement System of the State of Kentucky
Kentucky
$2.05M
HFS
378
Hantz Financial Services
Michigan
$2.04M
AF
379
Avanza Fonder
Sweden
$2M
BHIA
380
Birch Hill Investment Advisors
Massachusetts
$1.99M
ZIG
381
Zurich Insurance Group
Switzerland
$1.94M
MSU
382
Mizuho Securities USA
New York
$1.94M
AC
383
Allstate Corporation
Illinois
$1.93M
Envestnet Portfolio Solutions
384
Envestnet Portfolio Solutions
Illinois
$1.9M
HIP
385
HUB Investment Partners
Texas
$1.89M
VNA
386
Valley National Advisers
Pennsylvania
$1.89M
NB
387
Norinchukin Bank
Japan
$1.88M
NGA
388
Naples Global Advisors
Florida
$1.86M
LIM
389
Leavell Investment Management
Alabama
$1.85M
VIA
390
Virtus Investment Advisers
Connecticut
$1.85M
TCA
391
Transcend Capital Advisors
New Jersey
$1.85M
LNWTC
392
Laird Norton Wetherby Trust Company
Washington
$1.84M
ATPW
393
Ashton Thomas Private Wealth
Arizona
$1.81M
Wellington Management Group
394
Wellington Management Group
Massachusetts
$1.81M
PPC
395
Park Place Capital
Alabama
$1.81M
PPF
396
PFA Pension Forsikringsaktieselskab
$1.81M
OTL
397
Oak Thistle LLC
New York
$1.79M
LCM
398
Logan Capital Management
Pennsylvania
$1.78M
MFA
399
Millington Financial Advisors
Illinois
$1.78M
SL
400
Sentry LLC
Tennessee
$1.77M