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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.5M
Puts
$48.8M
Net Calls
Net Calls Change

Top Sellers

1 -$312M
2 -$147M
3 -$133M
4
Millennium Management
Millennium Management
New York
-$76.6M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
476
SWMG LLC
Texas
$1.12M
BWP
477
Burling Wealth Partners
Illinois
$1.12M
SAM
478
Silvercrest Asset Management
New York
$1.12M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
479
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.1M
UCFA
480
United Capital Financial Advisors
Texas
$1.1M
Marshall Wace
481
Marshall Wace
United Kingdom
$1.1M
SG
482
Sienna Gestion
France
$1.1M
MFG
483
Menard Financial Group
Texas
$1.09M
DTL
484
Dynamic Technology Lab
Singapore
$1.06M
EAM
485
Eukles Asset Management
Ohio
$1.06M
PMAM
486
Picton Mahoney Asset Management
Ontario, Canada
$1.04M
TIAA Trust, National Association
487
TIAA Trust, National Association
North Carolina
$1.04M
1C
488
111 Capital
France
$1.04M
AC
489
Allstate Corporation
Illinois
$1.03M
AS
490
Aware Super
Australia
$1.03M
RS
491
R Squared
Hong Kong
$1.02M
GWM
492
Geneos Wealth Management
Colorado
$1.02M
TMAM
493
Tokio Marine Asset Management
Japan
$1.02M
PI
494
PFG Investments
New York
$1.01M
CL
495
Choreo LLC
Illinois
$1.01M
OAC
496
OMERS Administration Corp
Ontario, Canada
$1.01M
SPA
497
Sherbrooke Park Advisers
New York
$981K
EF
498
Empirical Finance
Pennsylvania
$979K
VAS
499
Vestmark Advisory Solutions
Massachusetts
$973K
RWM
500
Ritholtz Wealth Management
New York
$970K