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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 reducing their positions, and 90 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 → $23.7B (-$1.37B)

17% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
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
Citadel Advisors
Citadel Advisors
Florida
+$97.9M

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
Fisher Asset Management
576
Fisher Asset Management
Washington
$594K
WS
577
Wilian Securities
Minnesota
$592K
GLA
578
Great Lakes Advisors
Illinois
$587K
SAI
579
Savvy Advisors Inc
New York
$586K
EH
580
Equitable Holdings
New York
$585K
BMWM
581
Brown Miller Wealth Management
Virginia
$582K
AWA
582
Arkadios Wealth Advisors
Georgia
$581K
ECM
583
Everence Capital Management
Indiana
$579K
CPCPP
584
Canada Post Corporation Pension Plan
Canada
$574K
CSPIA
585
Cary Street Partners Investment Advisory
Virginia
$572K
HFM
586
Harvest Fund Management
China
$568K
WPC
587
Wedmont Private Capital
Pennsylvania
$568K
MA
588
Mutual Advisors
Nebraska
$566K
VWM
589
Venturi Wealth Management
Texas
$563K
BAAM
590
Baker Avenue Asset Management
California
$561K
SC
591
Syon Capital
California
$560K
SRC
592
Shufro Rose & Co
New York
$558K
TWP
593
Tyche Wealth Partners
Texas
$546K
SFS
594
Sowell Financial Services
Arkansas
$543K
RT
595
Rockland Trust
Massachusetts
$543K
MYIA
596
Mount Yale Investment Advisors
Colorado
$536K
GWM
597
Gibbs Wealth Management
Georgia
$536K
AAM
598
AMI Asset Management
California
$533K
ATC
599
Argent Trust Co
Tennessee
$532K
SWM
600
Segment Wealth Management
Texas
$529K