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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
Legal & General Group
26
Legal & General Group
United Kingdom
$191M -$24.3M -106,449 -11%
Capital International Investors
27
Capital International Investors
California
$185M -$13.3M -58,323 -7%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$178M -$10.8M -47,435 -6%
JIM
29
Jensen Investment Management
Oregon
$172M -$75.4M -330,401 -30%
Kayne Anderson Rudnick Investment Management
30
Kayne Anderson Rudnick Investment Management
California
$172M -$13.3M -58,280 -7%
APG Asset Management
31
APG Asset Management
Netherlands
$168M -$139M -610,126 -41%
Charles Schwab
32
Charles Schwab
California
$159M +$574K +2,518 +0.4%
Bank of America
33
Bank of America
North Carolina
$157M +$7.85M +34,436 +5%
T. Rowe Price Investment Management
34
T. Rowe Price Investment Management
Maryland
$147M -$67.3M -294,968 -31%
Amundi
35
Amundi
France
$141M +$6.13M +26,897 +4%
NAMI
36
Nomura Asset Management International
Pennsylvania
$137M +$140M +615,945 New
PI
37
PineBridge Investments
New York
$127M +$119M +522,989 +1,186%
CIM
38
Confluence Investment Management
Missouri
$124M -$6.25M -27,397 -5%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$109M -$17.4M -76,210 -14%
Deutsche Bank
40
Deutsche Bank
Germany
$109M +$14.5M +63,690 +15%
Citadel Advisors
41
Citadel Advisors
Florida
$107M +$97.9M +429,071 +873%
UBS Group
42
UBS Group
Switzerland
$105M -$9.67M -42,394 -8%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$93.9M -$3.62M -15,884 -4%
Franklin Resources
44
Franklin Resources
California
$93.1M -$59M -258,560 -38%
RG
45
Rathbones Group
United Kingdom
$91.8M -$4.57M -20,057 -5%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$91.1M +$305K +1,338 +0.3%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$90.3M -$18.4M -80,537 -17%
BNP Paribas Asset Management
48
BNP Paribas Asset Management
France
$89.2M +$67.7M +296,749 +289%
N
49
Nuveen
North Carolina
$86.1M +$2.18M +9,546 +3%
Raymond James Financial
50
Raymond James Financial
Florida
$84M -$1.92M -8,422 -2%