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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
NB
401
Norinchukin Bank
Japan
$1.85M
DCM
402
Dean Capital Management
Kansas
$1.75M
KIA
403
Knollwood Investment Advisory
Maryland
$1.75M
KRS
404
Kentucky Retirement Systems
Kentucky
$1.74M
WT
405
Whittier Trust
California
$1.74M
ZBNA
406
Zions Bancorporation, National Association
Utah
$1.73M
FNT
407
First National Trust
Pennsylvania
$1.71M
AUB
408
Atlantic Union Bankshares
Virginia
$1.71M
JIC
409
Johnson Investment Counsel
Ohio
$1.71M
BAM
410
Boyar Asset Management
New York
$1.71M
Verition Fund Management
411
Verition Fund Management
Connecticut
$1.7M
NWMG
412
Nicholson Wealth Management Group
South Carolina
$1.68M
BHIA
413
Birch Hill Investment Advisors
Massachusetts
$1.67M
Thrivent Financial for Lutherans
414
Thrivent Financial for Lutherans
Minnesota
$1.67M
PGCM
415
Prescott Group Capital Management
Oklahoma
$1.67M
TWM
416
Trueblood Wealth Management
Ohio
$1.65M
HIMCH
417
Hartford Investment Management Co (HIMCO)
Connecticut
$1.64M
DILIC
418
Dai-ichi Life Insurance Company
Japan
$1.63M
Koshinski Asset Management
419
Koshinski Asset Management
Illinois
$1.63M
CCM
420
Copeland Capital Management
Pennsylvania
$1.61M
CFO
421
Callan Family Office
Pennsylvania
$1.58M
Bessemer Group
422
Bessemer Group
New Jersey
$1.58M
MC
423
Machina Capital
France
$1.58M
Vontobel Holding
424
Vontobel Holding
Switzerland
$1.57M
Impax Asset Management Group
425
Impax Asset Management Group
United Kingdom
$1.53M