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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
MGP
401
Metis Global Partners
California
$1.86M
AA
402
ALPS Advisors
Colorado
$1.86M
Wellington Management Group
403
Wellington Management Group
Massachusetts
$1.86M
NB
404
Norinchukin Bank
Japan
$1.85M
DCM
405
Dean Capital Management
Kansas
$1.75M
KIA
406
Knollwood Investment Advisory
Maryland
$1.75M
KRS
407
Kentucky Retirement Systems
Kentucky
$1.74M
WT
408
Whittier Trust
California
$1.74M
ZBNA
409
Zions Bancorporation, National Association
Utah
$1.73M
FNT
410
First National Trust
Pennsylvania
$1.71M
AUB
411
Atlantic Union Bankshares
Virginia
$1.71M
JIC
412
Johnson Investment Counsel
Ohio
$1.71M
BAM
413
Boyar Asset Management
New York
$1.71M
GAM
414
Groupama Asset Management
France
$1.7M
Verition Fund Management
415
Verition Fund Management
Connecticut
$1.7M
NWMG
416
Nicholson Wealth Management Group
South Carolina
$1.68M
BHIA
417
Birch Hill Investment Advisors
Massachusetts
$1.67M
Thrivent Financial for Lutherans
418
Thrivent Financial for Lutherans
Minnesota
$1.67M
PGCM
419
Prescott Group Capital Management
Oklahoma
$1.67M
TWM
420
Trueblood Wealth Management
Ohio
$1.65M
HIMCH
421
Hartford Investment Management Co (HIMCO)
Connecticut
$1.64M
DILIC
422
Dai-ichi Life Insurance Company
Japan
$1.63M
Koshinski Asset Management
423
Koshinski Asset Management
Illinois
$1.63M
CCM
424
Copeland Capital Management
Pennsylvania
$1.61M
CFO
425
Callan Family Office
Pennsylvania
$1.58M