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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
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
IWA
526
Icon Wealth Advisors
Texas
$828K
QCM
527
Qsemble Capital Management
New York
$827K
CI Investments Inc
528
CI Investments Inc
Ontario, Canada
$823K
JSSH
529
J. Safra Sarasin Holding
$821K
BBVA
530
Banco Bilbao Vizcaya Argentaria
Spain
$817K
GIM
531
Glenmede Investment Management
Pennsylvania
$785K
UAG
532
United Advisor Group
Ohio
$776K
DBRC
533
D.B. Root & Company
Pennsylvania
$772K
VT
534
Vise Technologies
New York
$770K
BA
535
Bridgewater Advisors
New York
$768K
HH
536
Hilltop Holdings
Texas
$762K
MAS
537
Meeder Advisory Services
Ohio
$759K
GWM
538
Guardian Wealth Management
Illinois
$759K
IA
539
IFG Advisory
Georgia
$756K
OIA
540
OneDigital Investment Advisors
Kansas
$756K
SFA
541
Sequoia Financial Advisors
Ohio
$755K
MSA
542
MUFG Securities Americas
New York
$752K
FFO
543
Fiduciary Family Office
Florida
$746K
AWA
544
Aaron Wealth Advisors
Illinois
$743K
TCWA
545
Turtle Creek Wealth Advisors
Texas
$742K
AAP
546
Arax Advisory Partners
Colorado
$741K
CAM
547
Creekmur Asset Management
Illinois
$739K
ALA
548
Atlas Legacy Advisors
California
$733K
KRSITF
549
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$730K
BFM
550
Boothbay Fund Management
New York
$726K