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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
TRCT
551
Tower Research Capital (TRC)
New York
$715K +$336K +1,475 +85%
AC
552
AXQ Capital
New Jersey
$712K +$728K +3,190 New
FC
553
Farringdon Capital
United Kingdom
$712K +$728K +3,190 New
TSMHT
554
Thurston Springer Miller Herd & Titak
Indiana
$709K +$455K +1,993 +168%
HP
555
Havemeyer Place
Connecticut
$703K +$719K +3,152 New
MSA
556
MUFG Securities Americas
New York
$702K -$3.19K -14 -0.4%
SAM
557
Securian Asset Management
Minnesota
$701K -$570K -2,501 -44%
GWMI
558
Guardian Wealth Management (Illinois)
Illinois
$691K -$20.3K -89 -3%
BIA
559
BHK Investment Advisors
Alabama
$685K +$87.8K +385 +14%
KRSITF
560
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$684K
CFA
561
CWS Financial Advisors
Michigan
$681K +$72.5K +318 +12%
PP
562
Paladin Partners
Wisconsin
$681K +$696K +3,050 New
BFM
563
Boothbay Fund Management
New York
$659K -$21.9K -96 -3%
SWK
564
Stephen W. Kidder
$658K
HH
565
Hilltop Holdings
Texas
$652K -$63.4K -278 -9%
IFU
566
iSAM Funds (UK)
United Kingdom
$651K +$666K +2,919 New
LCWP
567
Legacy Capital Wealth Partners
Arkansas
$650K -$7.98K -35 -1%
MIM
568
Morningstar Investment Management
Illinois
$648K
SC
569
Sepio Capital
Utah
$648K +$255K +1,119 +63%
Vontobel Holding
570
Vontobel Holding
Switzerland
$646K -$845K -3,704 -56%
PIM
571
Plato Investment Management
Australia
$646K
IC
572
Inscription Capital
Texas
$645K +$350K +1,534 +113%
MAS
573
Meeder Advisory Services
Ohio
$630K -$83.7K -367 -12%
MYAM
574
Meiji Yasuda Asset Management
Japan
$625K +$428K +1,878 +203%
CG
575
Clarus Group
Texas
$618K -$43.6K -191 -6%