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Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
526
TownSquare Capital
Utah
$808K -$1.38M -6,066 -63%
OIAM
527
OFI Invest Asset Management
France
$807K +$608K +2,664 +246%
IGAM
528
iA Global Asset Management
Quebec, Canada
$805K -$364K -1,597 -31%
BCM
529
Buckhead Capital Management
Georgia
$803K +$166K +726 +25%
UBP
530
Union Bancaire Privee
Switzerland
$803K +$447K +1,961 +125%
MWM
531
MGB Wealth Management
Texas
$802K -$36K -158 -4%
BBVA
532
Banco Bilbao Vizcaya Argentaria
Spain
$801K +$36.7K +161 +5%
IC
533
IEQ Capital
California
$791K -$49.3K -216 -6%
OIMU
534
Osmosis Investment Management UK
United Kingdom
$784K +$798K +3,498 New
QCG
535
Quadrant Capital Group
Ohio
$772K -$51.8K -227 -6%
IWA
536
Icon Wealth Advisors
Texas
$772K +$684 +3 +0.1%
KeyBank National Association
537
KeyBank National Association
Ohio
$771K +$408K +1,791 +108%
ALA
538
Atlas Legacy Advisors
California
$769K +$83.5K +366 +12%
AFG
539
ABLE Financial Group
Arizona
$745K -$39.5K -173 -5%
PCIA
540
Prime Capital Investment Advisors
Kansas
$740K +$156K +682 +26%
VSQM
541
V-Square Quantitative Management
Illinois
$740K +$756K +3,317 New
MWM
542
Mission Wealth Management
California
$740K -$164K -721 -18%
UAG
543
United Advisor Group
Ohio
$735K +$8.21K +36 +1%
IA
544
IFG Advisory
Georgia
$731K +$22.6K +99 +3%
BA
545
Bridgewater Advisors
New York
$729K +$3.42K +15 +0.4%
SL
546
SWMG LLC
Texas
$727K -$192K -840 -17%
SFA
547
Sequoia Financial Advisors
Ohio
$724K +$17.6K +77 +2%
Jacobs Levy Equity Management
548
Jacobs Levy Equity Management
New Jersey
$724K -$13.8M -60,662 -95%
DBRC
549
D.B. Root & Company
Pennsylvania
$723K -$684 -3 -0.1%
LP
550
Longaeva Partners
Illinois
$717K +$733K +3,213 New