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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
Legal & General Group
26
Legal & General Group
United Kingdom
$191M
Capital International Investors
27
Capital International Investors
California
$185M
Bank of New York Mellon
28
Bank of New York Mellon
New York
$178M
JIM
29
Jensen Investment Management
Oregon
$172M
Kayne Anderson Rudnick Investment Management
30
Kayne Anderson Rudnick Investment Management
California
$172M
APG Asset Management
31
APG Asset Management
Netherlands
$168M
Charles Schwab
32
Charles Schwab
California
$159M
Bank of America
33
Bank of America
North Carolina
$157M
T. Rowe Price Investment Management
34
T. Rowe Price Investment Management
Maryland
$147M
Amundi
35
Amundi
France
$141M
NAMI
36
Nomura Asset Management International
Pennsylvania
$137M
PI
37
PineBridge Investments
New York
$127M
CIM
38
Confluence Investment Management
Missouri
$124M
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$109M
Deutsche Bank
40
Deutsche Bank
Germany
$109M
Citadel Advisors
41
Citadel Advisors
Florida
$107M
UBS Group
42
UBS Group
Switzerland
$105M
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$93.9M
Franklin Resources
44
Franklin Resources
California
$93.1M
RG
45
Rathbones Group
United Kingdom
$91.8M
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$91.1M
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$90.3M
BNP Paribas Asset Management
48
BNP Paribas Asset Management
France
$89.2M
N
49
Nuveen
North Carolina
$86.1M
Raymond James Financial
50
Raymond James Financial
Florida
$84M