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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
AAP
551
Arax Advisory Partners
Colorado
$741K
CAM
552
Creekmur Asset Management
Illinois
$739K
ALA
553
Atlas Legacy Advisors
California
$733K
KRSITF
554
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$730K
BFM
555
Boothbay Fund Management
New York
$726K
BAM
556
Blueshift Asset Management
New Jersey
$724K
CG
557
Clarus Group
Texas
$705K
QT
558
Quantbot Technologies
New York
$705K
MWM
559
MorganRosel Wealth Management
Colorado
$704K
SWK
560
Stephen W. Kidder
$703K
LCWP
561
Legacy Capital Wealth Partners
Arkansas
$702K
BFA
562
Beaumont Financial Advisors
Massachusetts
$700K
WPC
563
Wedmont Private Capital
Pennsylvania
$691K
MIM
564
Morningstar Investment Management
Illinois
$691K
MLL
565
Moody Lynn & Lieberson
Massachusetts
$685K
BCM
566
Buckhead Capital Management
Georgia
$684K
PIM
567
Plato Investment Management
Australia
$680K
AWA
568
Arkadios Wealth Advisors
Georgia
$680K
JCM
569
Jacobi Capital Management
Pennsylvania
$677K
BAAM
570
Baker Avenue Asset Management
California
$676K
DAC
571
Dividend Assets Capital
South Carolina
$661K
WI
572
WBI Investments
New Jersey
$652K
CFA
573
CWS Financial Advisors
Michigan
$651K
CT
574
Chicago Trust
Illinois
$651K
PW
575
Pandora Wealth
Illinois
$644K