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Broadridge

1,100 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, 374 increasing their positions, 394 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 394

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
1,100
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 Buyers

1 +$803M
2 +$169M
3 +$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1 -$326M
2 -$154M
3 -$139M
4
Millennium Management
Millennium Management
New York
-$80.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
476
GAMMA Investing
California
$1.19M
ALMGDA
477
AG2R La Mondiale Gestion d'Actifs
France
$1.16M
AWMS
478
Advocacy Wealth Management Services
Georgia
$1.14M
PFS
479
Prospera Financial Services
Texas
$1.13M
SL
480
SWMG LLC
Texas
$1.12M
BWP
481
Burling Wealth Partners
Illinois
$1.12M
SAM
482
Silvercrest Asset Management
New York
$1.12M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
483
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.1M
UCFA
484
United Capital Financial Advisors
Texas
$1.1M
Marshall Wace
485
Marshall Wace
United Kingdom
$1.1M
SG
486
Sienna Gestion
France
$1.1M
MFG
487
Menard Financial Group
Texas
$1.09M
DTL
488
Dynamic Technology Lab
Singapore
$1.06M
EAM
489
Eukles Asset Management
Ohio
$1.06M
PMAM
490
Picton Mahoney Asset Management
Ontario, Canada
$1.04M
TIAA Trust, National Association
491
TIAA Trust, National Association
North Carolina
$1.04M
1C
492
111 Capital
France
$1.04M
AC
493
Allstate Corporation
Illinois
$1.03M
AS
494
Aware Super
Australia
$1.03M
RS
495
R Squared
Hong Kong
$1.02M
GWM
496
Geneos Wealth Management
Colorado
$1.02M
TMAM
497
Tokio Marine Asset Management
Japan
$1.02M
PI
498
PFG Investments
New York
$1.01M
CL
499
Choreo LLC
Illinois
$1.01M
OAC
500
OMERS Administration Corp
Ontario, Canada
$1.01M