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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
MC
426
Machina Capital
France
$1.49M +$6.61K +29 +0.4%
MGP
427
Metis Global Partners
California
$1.45M -$299K -1,313 -17%
GAM
428
Groupama Asset Management
France
$1.44M -$153K -671 -9%
PS
429
Principal Securities
Iowa
$1.44M +$336K +1,473 +29%
SW
430
Simplicity Wealth
New Jersey
$1.43M +$47.7K +209 +3%
Impax Asset Management Group
431
Impax Asset Management Group
United Kingdom
$1.43M
PAS
432
Park Avenue Securities
New York
$1.42M -$371K -1,627 -20%
CCM
433
Copeland Capital Management
Pennsylvania
$1.41M -$93.3K -409 -6%
SFI
434
Susquehanna Fundamental Investments
Pennsylvania
$1.41M -$11.6M -50,932 -89%
AAIS
435
ABN AMRO Investment Solutions
$1.38M +$1.17M +5,131 +483%
DILIC
436
Dai-ichi Life Insurance Company
Japan
$1.37M -$160K -700 -10%
SOAM
437
SBI Okasan Asset Management
Japan
$1.36M +$1.37M +6,000 New
VAS
438
Vestmark Advisory Solutions
Massachusetts
$1.34M +$440K +1,928 +47%
LSERS
439
Louisiana State Employees Retirement System
Louisiana
$1.34M -$22.8K -100 -2%
CIC
440
Crawford Investment Counsel
Georgia
$1.33M -$22.8K -100 -2%
CIC
441
Cornercap Investment Counsel
Georgia
$1.33M -$18.2K -80 -1%
NS
442
NBC Securities
Alabama
$1.33M -$13.7K -60 -1%
XWL
443
XXI Wealth LLC
Illinois
$1.33M +$1.35M +5,938 New
CS
444
Cannell & Spears
New York
$1.31M
CF
445
Centaurus Financial
California
$1.3M +$84.4K +370 +7%
SF
446
Summit Financial
New Jersey
$1.29M -$8.21K -36 -0.6%
FCBT
447
First Citizens Bank & Trust
North Carolina
$1.28M -$48.8K -214 -4%
GIBU
448
Gulf International Bank (UK)
United Kingdom
$1.28M
Allspring Global Investments
449
Allspring Global Investments
North Carolina
$1.27M +$83.2K +365 +7%
MSRPS
450
Maryland State Retirement & Pension System
Maryland
$1.26M