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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
CT
576
Chicago Trust
Illinois
$610K -$228 -1 -0%
MLL
577
Moody Lynn & Lieberson
Massachusetts
$606K -$36K -158 -5%
QT
578
Quantbot Technologies
New York
$603K -$58.6K -257 -9%
WA
579
WealthTrust Axiom
Pennsylvania
$598K
FHC
580
First Heartland Consultants
Missouri
$596K +$36K +158 +6%
Fisher Asset Management
581
Fisher Asset Management
Washington
$594K +$245K +1,075 +68%
WS
582
Wilian Securities
Minnesota
$592K +$605K +2,653 New
GLA
583
Great Lakes Advisors
Illinois
$587K
SAI
584
Savvy Advisors Inc
New York
$586K +$598K +2,624 New
EH
585
Equitable Holdings
New York
$585K +$95.8K +420 +19%
BMWM
586
Brown Miller Wealth Management
Virginia
$582K +$4.11K +18 +0.7%
AWA
587
Arkadios Wealth Advisors
Georgia
$581K -$57.2K -251 -9%
ECM
588
Everence Capital Management
Indiana
$579K
CPCPP
589
Canada Post Corporation Pension Plan
Canada
$574K +$141K +620 +32%
CSPIA
590
Cary Street Partners Investment Advisory
Virginia
$572K +$10.9K +48 +2%
HFM
591
Harvest Fund Management
China
$568K
WPC
592
Wedmont Private Capital
Pennsylvania
$568K -$75.7K -332 -11%
MA
593
Mutual Advisors
Nebraska
$566K -$6.61K -29 -1%
VWM
594
Venturi Wealth Management
Texas
$563K -$33.3K -146 -5%
BAAM
595
Baker Avenue Asset Management
California
$561K -$74.3K -326 -11%
SC
596
Syon Capital
California
$560K -$12.5K -55 -2%
SRC
597
Shufro Rose & Co
New York
$558K
TWP
598
Tyche Wealth Partners
Texas
$546K +$558K +2,448 New
SFS
599
Sowell Financial Services
Arkansas
$543K +$21.4K +94 +4%
RT
600
Rockland Trust
Massachusetts
$543K -$47.7K -209 -8%