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Broadridge

1,103 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, 375 increasing their positions, 395 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

1% more funds holding

Funds holding: 1,0951,103 (+8)

0.44% more ownership

Funds ownership: 89.75%90.19% (+0.44%)

2% less capital invested

Capital invested by funds: $25.6B → $25.1B (-$572M)

5% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 395

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
1,103
Holders Change
+8
Holders Change %
+0.73%
% of All Funds
14.48%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
106
Increased
375
Reduced
395
Closed
80
Calls
$15.5M
Puts
$48.8M
Net Calls
-$33.3M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
26
Fayez Sarofim & Co
Texas
$210M -$650K -2,608 -0.3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$202M +$3.75M +15,040 +2%
Kayne Anderson Rudnick Investment Management
28
Kayne Anderson Rudnick Investment Management
California
$197M -$8.94M -35,908 -4%
Goldman Sachs
29
Goldman Sachs
New York
$186M -$14.7M -58,831 -7%
Charles Schwab
30
Charles Schwab
California
$169M +$807K +3,241 +0.5%
VanEck Associates
31
VanEck Associates
New York
$167M +$169M +679,489 +3,228%
Macquarie Group
32
Macquarie Group
Australia
$162M -$6.97M -28,005 -4%
Franklin Resources
33
Franklin Resources
California
$161M -$9.25M -37,126 -5%
Bank of America
34
Bank of America
North Carolina
$160M -$44.8M -179,747 -21%
Amundi
35
Amundi
France
$142M -$36.6M -146,951 -20%
CIM
36
Confluence Investment Management
Missouri
$139M -$3.4M -13,633 -2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$134M -$7.36M -29,562 -5%
UBS Group
38
UBS Group
Switzerland
$123M +$24.5M +98,192 +24%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$116M +$63.4M +254,491 +110%
Corient Private Wealth
40
Corient Private Wealth
Florida
$106M +$6.26M +25,137 +6%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$104M -$1.38M -5,521 -1%
RG
42
Rathbones Group
United Kingdom
$103M -$33.4K -134 -0%
Deutsche Bank
43
Deutsche Bank
Germany
$101M -$3.24M -13,006 -3%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$96.9M +$405K +1,626 +0.4%
Principal Financial Group
45
Principal Financial Group
Iowa
$92.2M -$2.63M -10,579 -3%
Raymond James Financial
46
Raymond James Financial
Florida
$91.7M -$1.85M -7,410 -2%
Parnassus Investments
47
Parnassus Investments
California
$90.6M -$3.09M -12,425 -3%
N
48
Nuveen
North Carolina
$89.6M -$1.9M -7,618 -2%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$85.8M -$18.5M -74,328 -17%
EARNEST Partners
50
EARNEST Partners
Georgia
$85M -$2.17M -8,720 -2%