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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
BCM
526
Buckhead Capital Management
Georgia
$803K
UBP
527
Union Bancaire Privee
Switzerland
$803K
MWM
528
MGB Wealth Management
Texas
$802K
BBVA
529
Banco Bilbao Vizcaya Argentaria
Spain
$801K
IC
530
IEQ Capital
California
$791K
OIMU
531
Osmosis Investment Management UK
United Kingdom
$784K
QCG
532
Quadrant Capital Group
Ohio
$772K
IWA
533
Icon Wealth Advisors
Texas
$772K
KeyBank National Association
534
KeyBank National Association
Ohio
$771K
ALA
535
Atlas Legacy Advisors
California
$769K
AFG
536
ABLE Financial Group
Arizona
$745K
PCIA
537
Prime Capital Investment Advisors
Kansas
$740K
VSQM
538
V-Square Quantitative Management
Illinois
$740K
MWM
539
Mission Wealth Management
California
$740K
UAG
540
United Advisor Group
Ohio
$735K
IA
541
IFG Advisory
Georgia
$731K
BA
542
Bridgewater Advisors
New York
$729K
SL
543
SWMG LLC
Texas
$727K
SFA
544
Sequoia Financial Advisors
Ohio
$724K
Jacobs Levy Equity Management
545
Jacobs Levy Equity Management
New Jersey
$724K
DBRC
546
D.B. Root & Company
Pennsylvania
$723K
LP
547
Longaeva Partners
Illinois
$717K
TRCT
548
Tower Research Capital (TRC)
New York
$715K
AC
549
AXQ Capital
New Jersey
$712K
FC
550
Farringdon Capital
United Kingdom
$712K