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Broadridge

1,100 hedge funds and large institutions have $25.1B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 394 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 394

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
1,100
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 Buyers

1 +$803M
2 +$169M
3 +$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1 -$326M
2 -$154M
3 -$139M
4
Millennium Management
Millennium Management
New York
-$80.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
426
Bessemer Group
New Jersey
$1.58M
MC
427
Machina Capital
France
$1.58M
Vontobel Holding
428
Vontobel Holding
Switzerland
$1.57M
Impax Asset Management Group
429
Impax Asset Management Group
United Kingdom
$1.53M
KNW
430
Kesler Norman & Wride
Utah
$1.5M
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$1.5M
SW
432
Simplicity Wealth
New Jersey
$1.48M
LRWM
433
Lord & Richards Wealth Management
Colorado
$1.47M
Jones Financial Companies
434
Jones Financial Companies
Missouri
$1.47M
LSERS
435
Louisiana State Employees Retirement System
Louisiana
$1.45M
DWM
436
Dakota Wealth Management
Florida
$1.45M
CIC
437
Crawford Investment Counsel
Georgia
$1.45M
TH
438
TCTC Holdings
Texas
$1.44M
CIC
439
Cornercap Investment Counsel
Georgia
$1.44M
NS
440
NBC Securities
Alabama
$1.43M
AFG
441
Atomi Financial Group
New York
$1.43M
FCBT
442
First Citizens Bank & Trust
North Carolina
$1.42M
CS
443
Cannell & Spears
New York
$1.4M
MAM
444
Mirabaud Asset Management
United Kingdom
$1.39M
SF
445
Summit Financial
New Jersey
$1.38M
GIBU
446
Gulf International Bank (UK)
United Kingdom
$1.36M
SFG
447
SNS Financial Group
Minnesota
$1.35M
MSRPS
448
Maryland State Retirement & Pension System
Maryland
$1.35M
SAM
449
Securian Asset Management
Minnesota
$1.34M
DFCM
450
Dark Forest Capital Management
Puerto Rico
$1.34M