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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 373 increasing their positions, 390 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:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 390

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
1,093
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
IQI
526
Integrated Quantitative Investments
Washington
$864K
AI
527
Accredited Investors
Minnesota
$851K
AFG
528
ABLE Financial Group
Arizona
$836K
TSWM
529
Triangle Securities Wealth Management
North Carolina
$833K
ECAM
530
East Coast Asset Management
Massachusetts
$831K
IWA
531
Icon Wealth Advisors
Texas
$828K
QCM
532
Qsemble Capital Management
New York
$827K
CI Investments Inc
533
CI Investments Inc
Ontario, Canada
$823K
JSSH
534
J. Safra Sarasin Holding
$821K
BBVA
535
Banco Bilbao Vizcaya Argentaria
Spain
$817K
GIM
536
Glenmede Investment Management
Pennsylvania
$785K
UAG
537
United Advisor Group
Ohio
$776K
DBRC
538
D.B. Root & Company
Pennsylvania
$772K
VT
539
Vise Technologies
New York
$770K
BA
540
Bridgewater Advisors
New York
$768K
HH
541
Hilltop Holdings
Texas
$762K
MAS
542
Meeder Advisory Services
Ohio
$759K
GWM
543
Guardian Wealth Management
Illinois
$759K
IA
544
IFG Advisory
Georgia
$756K
OIA
545
OneDigital Investment Advisors
Kansas
$756K
SFA
546
Sequoia Financial Advisors
Ohio
$755K
MSA
547
MUFG Securities Americas
New York
$752K
FFO
548
Fiduciary Family Office
Florida
$746K
AWA
549
Aaron Wealth Advisors
Illinois
$743K
TCWA
550
Turtle Creek Wealth Advisors
Texas
$742K