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