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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
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
SC
432
Savant Capital
Illinois
$1.49M
SW
433
Simplicity Wealth
New Jersey
$1.48M
LRWM
434
Lord & Richards Wealth Management
Colorado
$1.47M
Jones Financial Companies
435
Jones Financial Companies
Missouri
$1.47M
LSERS
436
Louisiana State Employees Retirement System
Louisiana
$1.45M
DWM
437
Dakota Wealth Management
Florida
$1.45M
CIC
438
Crawford Investment Counsel
Georgia
$1.45M
TH
439
TCTC Holdings
Texas
$1.44M
CIC
440
Cornercap Investment Counsel
Georgia
$1.44M
NS
441
NBC Securities
Alabama
$1.43M
AFG
442
Atomi Financial Group
New York
$1.43M
FCBT
443
First Citizens Bank & Trust
North Carolina
$1.42M
CS
444
Cannell & Spears
New York
$1.4M
MAM
445
Mirabaud Asset Management
United Kingdom
$1.39M
SF
446
Summit Financial
New Jersey
$1.38M
GIBU
447
Gulf International Bank (UK)
United Kingdom
$1.36M
SFG
448
SNS Financial Group
Minnesota
$1.35M
MSRPS
449
Maryland State Retirement & Pension System
Maryland
$1.35M
SAM
450
Securian Asset Management
Minnesota
$1.34M