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Broadridge

1,120 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, 361 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: 361 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,120
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
IMRF
401
Illinois Municipal Retirement Fund
Illinois
$1.77M
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$1.76M
AA
403
ALPS Advisors
Colorado
$1.72M
DCM
404
Dean Capital Management
Kansas
$1.69M
1832 Asset Management
405
1832 Asset Management
Ontario, Canada
$1.69M
NWMG
406
Nicholson Wealth Management Group
South Carolina
$1.68M
LF
407
Lee Financial
Texas
$1.66M
JIC
408
Johnson Investment Counsel
Ohio
$1.64M
KIA
409
Knollwood Investment Advisory
Maryland
$1.64M
KRS
410
Kentucky Retirement Systems
Kentucky
$1.63M
WT
411
Whittier Trust
California
$1.63M
FNT
412
First National Trust
Pennsylvania
$1.61M
AUB
413
Atlantic Union Bankshares
Virginia
$1.6M
RWP
414
RWA Wealth Partners
Massachusetts
$1.6M
KNW
415
Kesler Norman & Wride
Utah
$1.58M
BAM
416
Boyar Asset Management
New York
$1.57M
PGCM
417
Prescott Group Capital Management
Oklahoma
$1.56M
Thrivent Financial for Lutherans
418
Thrivent Financial for Lutherans
Minnesota
$1.54M
Bessemer Group
419
Bessemer Group
New Jersey
$1.53M
Koshinski Asset Management
420
Koshinski Asset Management
Illinois
$1.53M
HIMCH
421
Hartford Investment Management Co (HIMCO)
Connecticut
$1.52M
TWM
422
Trueblood Wealth Management
Ohio
$1.5M
MC
423
Machina Capital
France
$1.49M
MGP
424
Metis Global Partners
California
$1.45M
GAM
425
Groupama Asset Management
France
$1.44M