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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
NW
476
NewEdge Wealth
Pennsylvania
$1.09M
GT
477
Glenmede Trust
Pennsylvania
$1.08M
GWM
478
Geneos Wealth Management
Colorado
$1.07M
MSE
479
MUFG Securities EMEA
United Kingdom
$1.07M
PFS
480
Prospera Financial Services
Texas
$1.07M
CA
481
Commerzbank Aktiengesellschaft
Germany
$1.06M
TCWA
482
Turtle Creek Wealth Advisors
Texas
$1.06M
MFG
483
Menard Financial Group
Texas
$1.06M
VA
484
Vident Advisory
Georgia
$1.06M
SAM
485
Silvercrest Asset Management
New York
$1.05M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
486
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.03M
STA
487
Summit Trail Advisors
New York
$1.02M
EAM
488
Eukles Asset Management
Ohio
$1.02M
BWP
489
Burling Wealth Partners
Illinois
$998K
ECAM
490
East Coast Asset Management
Massachusetts
$990K
BHCM
491
Brevan Howard Capital Management
Jersey
$990K
AWMS
492
Advocacy Wealth Management Services
Georgia
$977K
UCFA
493
United Capital Financial Advisors
Texas
$965K
TMAM
494
Tokio Marine Asset Management
Japan
$954K
PI
495
PFG Investments
New York
$947K
OAC
496
OMERS Administration Corp
Ontario, Canada
$943K
TIAA Trust, National Association
497
TIAA Trust, National Association
North Carolina
$939K
O
498
Ossiam
France
$930K
Connor, Clark & Lunn Investment Management (CC&L)
499
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$909K
LA
500
LVW Advisors
New York
$906K