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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
BIA
576
BHK Investment Advisors
Alabama
$640K
Ninety One (UK)
577
Ninety One (UK)
United Kingdom
$639K
ACM
578
Alta Capital Management
Utah
$639K
WA
579
WealthTrust Axiom
Pennsylvania
$639K
JWCA
580
J.W. Cole Advisors
Florida
$636K
VWM
581
Venturi Wealth Management
Texas
$635K
GWM
582
Gibbs Wealth Management
Georgia
$635K
UW
583
Unique Wealth
Florida
$634K
RT
584
Rockland Trust
Massachusetts
$629K
PCIA
585
Prime Capital Investment Advisors
Kansas
$628K
GLA
586
Great Lakes Advisors
Illinois
$626K
EWM
587
Empirical Wealth Management
Washington
$618K
ECM
588
Everence Capital Management
Indiana
$618K
BMWM
589
Brown Miller Wealth Management
Virginia
$617K
SC
590
Syon Capital
California
$611K
SRC
591
Shufro Rose & Co
New York
$606K
HFM
592
Harvest Fund Management
China
$606K
CSPIA
593
Cary Street Partners Investment Advisory
Virginia
$600K
FHC
594
First Heartland Consultants
Missouri
$598K
MA
595
Mutual Advisors
Nebraska
$596K
AFG
596
Albion Financial Group
Utah
$590K
AAM
597
AMI Asset Management
California
$590K
NG
598
Norden Group
Utah
$588K
EI
599
Ellevest Inc
New York
$587K
SAM
600
Sompo Asset Management
Japan
$586K