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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
BFO
501
Biltmore Family Office
North Carolina
$903K
KFA
502
Kelleher Financial Advisors
New York
$894K
BO
503
Bank OZK
Arkansas
$893K
CBA
504
Coastal Bridge Advisors
Connecticut
$892K
NDSIB
505
North Dakota State Investment Board
North Dakota
$892K
OC
506
Oppenheimer & Co
New York
$884K
EF
507
Empirical Finance
Pennsylvania
$879K
WF
508
Welch & Forbes
Massachusetts
$870K
DTL
509
Dynamic Technology Lab
Singapore
$868K
TCM
510
Tributary Capital Management
Nebraska
$868K
EWM
511
Empirical Wealth Management
Washington
$866K
DIP
512
DT Investment Partners
Pennsylvania
$864K
VT
513
Vise Technologies
New York
$862K
Jane Street
514
Jane Street
New York
$861K
CL
515
Choreo LLC
Illinois
$855K
JCM
516
Jacobi Capital Management
Pennsylvania
$847K
SWIM
517
Smallwood Wealth Investment Management
New Jersey
$840K
TSWM
518
Triangle Securities Wealth Management
North Carolina
$838K
LRWM
519
Lord & Richards Wealth Management
Colorado
$837K
NMIMC
520
Northwestern Mutual Investment Management Company
Wisconsin
$832K
BFS
521
Bradley Foster & Sargent
Connecticut
$820K
AI
522
Accredited Investors
Minnesota
$816K
TC
523
TownSquare Capital
Utah
$808K
OIAM
524
OFI Invest Asset Management
France
$807K
IGAM
525
iA Global Asset Management
Quebec, Canada
$805K