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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 reducing their positions, and 90 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 → $23.7B (-$1.37B)

17% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
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
Citadel Advisors
Citadel Advisors
Florida
+$97.9M

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
UBP
526
Union Bancaire Privee
Switzerland
$803K
MWM
527
MGB Wealth Management
Texas
$802K
BBVA
528
Banco Bilbao Vizcaya Argentaria
Spain
$801K
IC
529
IEQ Capital
California
$791K
OIMU
530
Osmosis Investment Management UK
United Kingdom
$784K
QCG
531
Quadrant Capital Group
Ohio
$772K
IWA
532
Icon Wealth Advisors
Texas
$772K
KeyBank National Association
533
KeyBank National Association
Ohio
$771K
ALA
534
Atlas Legacy Advisors
California
$769K
AFG
535
ABLE Financial Group
Arizona
$745K
PCIA
536
Prime Capital Investment Advisors
Kansas
$740K
VSQM
537
V-Square Quantitative Management
Illinois
$740K
MWM
538
Mission Wealth Management
California
$740K
UAG
539
United Advisor Group
Ohio
$735K
IA
540
IFG Advisory
Georgia
$731K
BA
541
Bridgewater Advisors
New York
$729K
SL
542
SWMG LLC
Texas
$727K
SFA
543
Sequoia Financial Advisors
Ohio
$724K
Jacobs Levy Equity Management
544
Jacobs Levy Equity Management
New Jersey
$724K
DBRC
545
D.B. Root & Company
Pennsylvania
$723K
LP
546
Longaeva Partners
Illinois
$717K
TRCT
547
Tower Research Capital (TRC)
New York
$715K
AC
548
AXQ Capital
New Jersey
$712K
FC
549
Farringdon Capital
United Kingdom
$712K
TSMHT
550
Thurston Springer Miller Herd & Titak
Indiana
$709K