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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
BAM
551
Blueshift Asset Management
New Jersey
$724K
CG
552
Clarus Group
Texas
$705K
QT
553
Quantbot Technologies
New York
$705K
MWM
554
MorganRosel Wealth Management
Colorado
$704K
SWK
555
Stephen W. Kidder
$703K
LCWP
556
Legacy Capital Wealth Partners
Arkansas
$702K
BFA
557
Beaumont Financial Advisors
Massachusetts
$700K
WPC
558
Wedmont Private Capital
Pennsylvania
$691K
MIM
559
Morningstar Investment Management
Illinois
$691K
MLL
560
Moody Lynn & Lieberson
Massachusetts
$685K
BCM
561
Buckhead Capital Management
Georgia
$684K
PIM
562
Plato Investment Management
Australia
$680K
AWA
563
Arkadios Wealth Advisors
Georgia
$680K
JCM
564
Jacobi Capital Management
Pennsylvania
$677K
BAAM
565
Baker Avenue Asset Management
California
$676K
DAC
566
Dividend Assets Capital
South Carolina
$661K
WI
567
WBI Investments
New Jersey
$652K
CFA
568
CWS Financial Advisors
Michigan
$651K
CT
569
Chicago Trust
Illinois
$651K
PW
570
Pandora Wealth
Illinois
$644K
BIA
571
BHK Investment Advisors
Alabama
$640K
Ninety One (UK)
572
Ninety One (UK)
United Kingdom
$639K
ACM
573
Alta Capital Management
Utah
$639K
WA
574
WealthTrust Axiom
Pennsylvania
$639K
JWCA
575
J.W. Cole Advisors
Florida
$636K