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Broadridge

1,121 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, 362 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: 362 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,121
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
HAG
476
HighPoint Advisor Group
Illinois
$1.12M
NW
477
NewEdge Wealth
Pennsylvania
$1.09M
GT
478
Glenmede Trust
Pennsylvania
$1.08M
GWM
479
Geneos Wealth Management
Colorado
$1.07M
MSE
480
MUFG Securities EMEA
United Kingdom
$1.07M
PFS
481
Prospera Financial Services
Texas
$1.07M
CA
482
Commerzbank Aktiengesellschaft
Germany
$1.06M
TCWA
483
Turtle Creek Wealth Advisors
Texas
$1.06M
MFG
484
Menard Financial Group
Texas
$1.06M
VA
485
Vident Advisory
Georgia
$1.06M
SAM
486
Silvercrest Asset Management
New York
$1.05M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
487
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.03M
STA
488
Summit Trail Advisors
New York
$1.02M
EAM
489
Eukles Asset Management
Ohio
$1.02M
BWP
490
Burling Wealth Partners
Illinois
$998K
ECAM
491
East Coast Asset Management
Massachusetts
$990K
BHCM
492
Brevan Howard Capital Management
Jersey
$990K
AWMS
493
Advocacy Wealth Management Services
Georgia
$977K
UCFA
494
United Capital Financial Advisors
Texas
$965K
TMAM
495
Tokio Marine Asset Management
Japan
$954K
PI
496
PFG Investments
New York
$947K
OAC
497
OMERS Administration Corp
Ontario, Canada
$943K
TIAA Trust, National Association
498
TIAA Trust, National Association
North Carolina
$939K
O
499
Ossiam
France
$930K
Connor, Clark & Lunn Investment Management (CC&L)
500
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$909K