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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
MFA
401
Millington Financial Advisors
Illinois
$1.78M +$2.23M +9,766 New
SL
402
Sentry LLC
Tennessee
$1.77M
Verition Fund Management
403
Verition Fund Management
Connecticut
$1.77M +$184K +807 +11%
IMRF
404
Illinois Municipal Retirement Fund
Illinois
$1.77M -$2.96K -13 -0.2%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$1.76M -$121K -530 -6%
AA
406
ALPS Advisors
Colorado
$1.72M -$18.5K -81 -1%
DCM
407
Dean Capital Management
Kansas
$1.69M +$55.2K +242 +3%
1832 Asset Management
408
1832 Asset Management
Ontario, Canada
$1.69M -$248K -1,089 -13%
NWMG
409
Nicholson Wealth Management Group
South Carolina
$1.68M +$114K +499 +7%
LF
410
Lee Financial
Texas
$1.66M -$204K -896 -11%
JIC
411
Johnson Investment Counsel
Ohio
$1.64M +$37.4K +164 +2%
KIA
412
Knollwood Investment Advisory
Maryland
$1.64M
KRS
413
Kentucky Retirement Systems
Kentucky
$1.63M
WT
414
Whittier Trust
California
$1.63M -$15.1K -66 -0.9%
FNT
415
First National Trust
Pennsylvania
$1.61M +$228 +1 +0%
AUB
416
Atlantic Union Bankshares
Virginia
$1.6M
RWP
417
RWA Wealth Partners
Massachusetts
$1.6M -$273K -1,196 -14%
KNW
418
Kesler Norman & Wride
Utah
$1.58M +$99.2K +435 +7%
BAM
419
Boyar Asset Management
New York
$1.57M -$29.4K -129 -2%
PGCM
420
Prescott Group Capital Management
Oklahoma
$1.56M
Thrivent Financial for Lutherans
421
Thrivent Financial for Lutherans
Minnesota
$1.54M -$30.6K -134 -2%
Bessemer Group
422
Bessemer Group
New Jersey
$1.53M +$50.6K +222 +3%
Koshinski Asset Management
423
Koshinski Asset Management
Illinois
$1.53M +$1.82K +8 +0.1%
HIMCH
424
Hartford Investment Management Co (HIMCO)
Connecticut
$1.52M -$19.4K -85 -1%
TWM
425
Trueblood Wealth Management
Ohio
$1.5M -$45.8K -201 -3%