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