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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
TSMHT
551
Thurston Springer Miller Herd & Titak
Indiana
$709K
HP
552
Havemeyer Place
Connecticut
$703K
MSA
553
MUFG Securities Americas
New York
$702K
SAM
554
Securian Asset Management
Minnesota
$701K
GWMI
555
Guardian Wealth Management (Illinois)
Illinois
$691K
BIA
556
BHK Investment Advisors
Alabama
$685K
KRSITF
557
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$684K
CFA
558
CWS Financial Advisors
Michigan
$681K
BFM
559
Boothbay Fund Management
New York
$659K
SWK
560
Stephen W. Kidder
$658K
HH
561
Hilltop Holdings
Texas
$652K
IFU
562
iSAM Funds (UK)
United Kingdom
$651K
LCWP
563
Legacy Capital Wealth Partners
Arkansas
$650K
MIM
564
Morningstar Investment Management
Illinois
$648K
SC
565
Sepio Capital
Utah
$648K
Vontobel Holding
566
Vontobel Holding
Switzerland
$646K
PIM
567
Plato Investment Management
Australia
$646K
IC
568
Inscription Capital
Texas
$645K
MAS
569
Meeder Advisory Services
Ohio
$630K
MYAM
570
Meiji Yasuda Asset Management
Japan
$625K
CG
571
Clarus Group
Texas
$618K
CT
572
Chicago Trust
Illinois
$610K
MLL
573
Moody Lynn & Lieberson
Massachusetts
$606K
QT
574
Quantbot Technologies
New York
$603K
WA
575
WealthTrust Axiom
Pennsylvania
$598K