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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
KNW
426
Kesler Norman & Wride
Utah
$1.5M
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$1.5M
SC
428
Savant Capital
Illinois
$1.49M
SW
429
Simplicity Wealth
New Jersey
$1.48M
LRWM
430
Lord & Richards Wealth Management
Colorado
$1.47M
Jones Financial Companies
431
Jones Financial Companies
Missouri
$1.47M
LSERS
432
Louisiana State Employees Retirement System
Louisiana
$1.45M
DWM
433
Dakota Wealth Management
Florida
$1.45M
CIC
434
Crawford Investment Counsel
Georgia
$1.45M
TH
435
TCTC Holdings
Texas
$1.44M
CIC
436
Cornercap Investment Counsel
Georgia
$1.44M
NS
437
NBC Securities
Alabama
$1.43M
AFG
438
Atomi Financial Group
New York
$1.43M
FCBT
439
First Citizens Bank & Trust
North Carolina
$1.42M
CS
440
Cannell & Spears
New York
$1.4M
MAM
441
Mirabaud Asset Management
United Kingdom
$1.39M
SF
442
Summit Financial
New Jersey
$1.38M
GIBU
443
Gulf International Bank (UK)
United Kingdom
$1.36M
SFG
444
SNS Financial Group
Minnesota
$1.35M
MSRPS
445
Maryland State Retirement & Pension System
Maryland
$1.35M
SAM
446
Securian Asset Management
Minnesota
$1.34M
DFCM
447
Dark Forest Capital Management
Puerto Rico
$1.34M
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$1.31M
FFA
449
Farther Finance Advisors
California
$1.31M
QCM
450
QRG Capital Management
Illinois
$1.31M