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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 373 increasing their positions, 390 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:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 390

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
1,093
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
PS
476
Principal Securities
Iowa
$1.19M
GI
477
GAMMA Investing
California
$1.19M
ALMGDA
478
AG2R La Mondiale Gestion d'Actifs
France
$1.16M
AWMS
479
Advocacy Wealth Management Services
Georgia
$1.14M
PFS
480
Prospera Financial Services
Texas
$1.13M
SL
481
SWMG LLC
Texas
$1.12M
BWP
482
Burling Wealth Partners
Illinois
$1.12M
SAM
483
Silvercrest Asset Management
New York
$1.12M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
484
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.1M
UCFA
485
United Capital Financial Advisors
Texas
$1.1M
Marshall Wace
486
Marshall Wace
United Kingdom
$1.1M
SG
487
Sienna Gestion
France
$1.1M
MFG
488
Menard Financial Group
Texas
$1.09M
DTL
489
Dynamic Technology Lab
Singapore
$1.06M
EAM
490
Eukles Asset Management
Ohio
$1.06M
PMAM
491
Picton Mahoney Asset Management
Ontario, Canada
$1.04M
TIAA Trust, National Association
492
TIAA Trust, National Association
North Carolina
$1.04M
1C
493
111 Capital
France
$1.04M
AC
494
Allstate Corporation
Illinois
$1.03M
AS
495
Aware Super
Australia
$1.03M
RS
496
R Squared
Hong Kong
$1.02M
GWM
497
Geneos Wealth Management
Colorado
$1.02M
TMAM
498
Tokio Marine Asset Management
Japan
$1.02M
PI
499
PFG Investments
New York
$1.01M
CL
500
Choreo LLC
Illinois
$1.01M