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Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ALMGDA
476
AG2R La Mondiale Gestion d'Actifs
France
$1.14M +$68.4K +300 +6%
SC
477
Savant Capital
Illinois
$1.12M -$74.3K -326 -6%
HAG
478
HighPoint Advisor Group
Illinois
$1.12M -$8.21K -36 -0.7%
NW
479
NewEdge Wealth
Pennsylvania
$1.09M +$107K +468 +11%
GT
480
Glenmede Trust
Pennsylvania
$1.08M +$1.1M +4,831 New
GWM
481
Geneos Wealth Management
Colorado
$1.07M +$120K +528 +12%
MSE
482
MUFG Securities EMEA
United Kingdom
$1.07M +$580K +2,543 +113%
PFS
483
Prospera Financial Services
Texas
$1.07M +$11.6K +51 +1%
CA
484
Commerzbank Aktiengesellschaft
Germany
$1.06M +$1.09M +4,772 New
TCWA
485
Turtle Creek Wealth Advisors
Texas
$1.06M +$375K +1,644 +53%
MFG
486
Menard Financial Group
Texas
$1.06M +$35.1K +154 +3%
VA
487
Vident Advisory
Georgia
$1.06M -$166K -727 -13%
SAM
488
Silvercrest Asset Management
New York
$1.05M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
489
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.03M -$5.25K -23 -0.5%
STA
490
Summit Trail Advisors
New York
$1.02M -$152K -665 -13%
EAM
491
Eukles Asset Management
Ohio
$1.02M +$27.6K +121 +3%
BWP
492
Burling Wealth Partners
Illinois
$998K -$49.5K -217 -5%
ECAM
493
East Coast Asset Management
Massachusetts
$990K +$217K +950 +27%
BHCM
494
Brevan Howard Capital Management
Jersey
$990K +$658K +2,886 +186%
AWMS
495
Advocacy Wealth Management Services
Georgia
$977K -$88.3K -387 -8%
UCFA
496
United Capital Financial Advisors
Texas
$965K -$69.6K -305 -7%
TMAM
497
Tokio Marine Asset Management
Japan
$954K
PI
498
PFG Investments
New York
$947K
OAC
499
OMERS Administration Corp
Ontario, Canada
$943K
TIAA Trust, National Association
500
TIAA Trust, National Association
North Carolina
$939K -$36.3K -159 -4%