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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
ZBNA
451
Zions Bancorporation, National Association
Utah
$1.26M -$364K -1,595 -22%
SI
452
Stephens Inc
Arkansas
$1.26M +$968K +4,245 +358%
SFG
453
SNS Financial Group
Minnesota
$1.25M -$21.2K -93 -2%
FFA
454
Farther Finance Advisors
California
$1.24M +$17.8K +78 +1%
AFG
455
Atomi Financial Group
New York
$1.24M -$97.6K -428 -7%
TH
456
TCTC Holdings
Texas
$1.24M -$114K -500 -8%
OAM
457
Ostrum Asset Management
France
$1.23M +$68.9K +302 +6%
CG
458
Cynosure Group
Utah
$1.23M +$59.3K +260 +5%
DWM
459
Dynasty Wealth Management
Florida
$1.23M +$11.2K +49 +0.9%
AL
460
ARWA LLC
Texas
$1.22M +$1.25M +5,482 New
EOJOAM
461
E. Ohman J:or Asset Management
Sweden
$1.22M
SLI
462
Sumitomo Life Insurance
Japan
$1.21M +$6.84K +30 +0.6%
MIF
463
Mediolanum International Funds
Ireland
$1.21M +$1.22M +5,359 New
CMA
464
Cedar Mountain Advisors
Oregon
$1.2M +$5.02K +22 +0.4%
IQI
465
Integrated Quantitative Investments
Washington
$1.2M +$396K +1,735 +48%
Assenagon Asset Management
466
Assenagon Asset Management
Luxembourg
$1.2M -$34.4M -151,049 -97%
NMERB
467
New Mexico Educational Retirement Board
New Mexico
$1.19M
IIM
468
INTECH Investment Management
Florida
$1.19M -$1.19M -5,228 -49%
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$1.18M -$50.2K -220 -4%
GI
470
GAMMA Investing
California
$1.16M +$46.1K +202 +4%
HWM
471
HB Wealth Management
Georgia
$1.15M -$49K -215 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
472
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.15M +$1.17M +5,136 New
KTM
473
Keeler Thomas Management
Utah
$1.14M +$5.02K +22 +0.4%
VI
474
Vestcor Inc
New Brunswick, Canada
$1.14M +$11.9K +52 +1%
WIA
475
World Investment Advisors
California
$1.14M +$622K +2,729 +115%