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Broadridge

1,120 hedge funds and large institutions have $23.8B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 361 increasing their positions, 436 reducing their positions, and 89 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 → $23.8B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,120
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
Corient Private Wealth
Corient Private Wealth
Florida
+$111M

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