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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 reducing their positions, and 90 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 → $23.7B (-$1.37B)

17% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
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
Citadel Advisors
Citadel Advisors
Florida
+$97.9M

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
AFG
451
Atomi Financial Group
New York
$1.24M
TH
452
TCTC Holdings
Texas
$1.24M
OAM
453
Ostrum Asset Management
France
$1.23M
CG
454
Cynosure Group
Utah
$1.23M
DWM
455
Dynasty Wealth Management
Florida
$1.23M
AL
456
ARWA LLC
Texas
$1.22M
EOJOAM
457
E. Ohman J:or Asset Management
Sweden
$1.22M
SLI
458
Sumitomo Life Insurance
Japan
$1.21M
MIF
459
Mediolanum International Funds
Ireland
$1.21M
CMA
460
Cedar Mountain Advisors
Oregon
$1.2M
IQI
461
Integrated Quantitative Investments
Washington
$1.2M
Assenagon Asset Management
462
Assenagon Asset Management
Luxembourg
$1.2M
NMERB
463
New Mexico Educational Retirement Board
New Mexico
$1.19M
IIM
464
INTECH Investment Management
Florida
$1.19M
Northwestern Mutual Wealth Management
465
Northwestern Mutual Wealth Management
Wisconsin
$1.18M
GI
466
GAMMA Investing
California
$1.16M
HWM
467
HB Wealth Management
Georgia
$1.15M
Caisse de Depot et Placement du Quebec (CDPQ)
468
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.15M
KTM
469
Keeler Thomas Management
Utah
$1.14M
VI
470
Vestcor Inc
New Brunswick, Canada
$1.14M
ALMGDA
471
AG2R La Mondiale Gestion d'Actifs
France
$1.14M
SC
472
Savant Capital
Illinois
$1.12M
HAG
473
HighPoint Advisor Group
Illinois
$1.12M
WIA
474
World Investment Advisors
California
$1.11M
NW
475
NewEdge Wealth
Pennsylvania
$1.09M