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Broadridge

1,120 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, 361 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: 361 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,120
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
PS
426
Principal Securities
Iowa
$1.44M
SW
427
Simplicity Wealth
New Jersey
$1.43M
Impax Asset Management Group
428
Impax Asset Management Group
United Kingdom
$1.43M
PAS
429
Park Avenue Securities
New York
$1.42M
CCM
430
Copeland Capital Management
Pennsylvania
$1.41M
SFI
431
Susquehanna Fundamental Investments
Pennsylvania
$1.41M
AAIS
432
ABN AMRO Investment Solutions
$1.38M
DILIC
433
Dai-ichi Life Insurance Company
Japan
$1.37M
SOAM
434
SBI Okasan Asset Management
Japan
$1.36M
VAS
435
Vestmark Advisory Solutions
Massachusetts
$1.34M
LSERS
436
Louisiana State Employees Retirement System
Louisiana
$1.34M
CIC
437
Crawford Investment Counsel
Georgia
$1.33M
CIC
438
Cornercap Investment Counsel
Georgia
$1.33M
NS
439
NBC Securities
Alabama
$1.33M
XWL
440
XXI Wealth LLC
Illinois
$1.33M
CS
441
Cannell & Spears
New York
$1.31M
CF
442
Centaurus Financial
California
$1.3M
SF
443
Summit Financial
New Jersey
$1.29M
FCBT
444
First Citizens Bank & Trust
North Carolina
$1.28M
GIBU
445
Gulf International Bank (UK)
United Kingdom
$1.28M
Allspring Global Investments
446
Allspring Global Investments
North Carolina
$1.27M
MSRPS
447
Maryland State Retirement & Pension System
Maryland
$1.26M
ZBNA
448
Zions Bancorporation, National Association
Utah
$1.26M
SI
449
Stephens Inc
Arkansas
$1.26M
SFG
450
SNS Financial Group
Minnesota
$1.25M