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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
Northwestern Mutual Wealth Management
451
Northwestern Mutual Wealth Management
Wisconsin
$1.31M
FFA
452
Farther Finance Advisors
California
$1.31M
QCM
453
QRG Capital Management
Illinois
$1.31M
CF
454
Centaurus Financial
California
$1.3M
DWM
455
Dynasty Wealth Management
Florida
$1.3M
VA
456
Vident Advisory
Georgia
$1.3M
EOJOAM
457
E. Ohman J:or Asset Management
Sweden
$1.3M
EAMA
458
EFG Asset Management (Americas)
Florida
$1.29M
CIBC World Market
459
CIBC World Market
Ontario, Canada
$1.28M
SLI
460
Sumitomo Life Insurance
Japan
$1.28M
HWM
461
HB Wealth Management
Georgia
$1.28M
CMA
462
Cedar Mountain Advisors
Oregon
$1.28M
NMERB
463
New Mexico Educational Retirement Board
New Mexico
$1.27M
SC
464
Savant Capital
Illinois
$1.27M
Allspring Global Investments
465
Allspring Global Investments
North Carolina
$1.26M
CG
466
Cynosure Group
Utah
$1.25M
LA
467
LVW Advisors
New York
$1.25M
STA
468
Summit Trail Advisors
New York
$1.25M
OAM
469
Ostrum Asset Management
France
$1.24M
IGAM
470
iA Global Asset Management
Quebec, Canada
$1.24M
KTM
471
Keeler Thomas Management
Utah
$1.22M
OCM
472
Orser Capital Management
Texas
$1.21M
VI
473
Vestcor Inc
New Brunswick, Canada
$1.21M
HAG
474
HighPoint Advisor Group
Illinois
$1.2M
PS
475
Principal Securities
Iowa
$1.19M