BR icon

Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
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
BJL
601
Brighton Jones LLC
Washington
$568K
SWM
602
Segment Wealth Management
Texas
$565K
WIA
603
World Investment Advisors
California
$564K
TPCW
604
TD Private Client Wealth
New York
$564K
MMA
605
Miracle Mile Advisors
California
$563K
SIA
606
SeaBridge Investment Advisors
New Jersey
$558K
GWMR
607
GC Wealth Management RIA
Massachusetts
$558K
SFS
608
Sowell Financial Services
Arkansas
$557K
VCM
609
Voleon Capital Management
California
$542K
EB
610
Exchange Bank
California
$536K
MSE
611
MUFG Securities EMEA
United Kingdom
$534K
MYIA
612
Mount Yale Investment Advisors
Colorado
$526K
SCA
613
Snowden Capital Advisors
New York
$525K
MG
614
Mather Group
Illinois
$524K
EH
615
Equitable Holdings
New York
$524K
MWM
616
Maridea Wealth Management
New York
$524K
CPA
617
Court Place Advisors
Maryland
$517K
DWT
618
Dorsey & Whitney Trust
South Dakota
$516K
BPC
619
Bryce Point Capital
New York
$515K
DAS
620
Diversify Advisory Services
Utah
$512K
QI
621
Qtron Investments
Massachusetts
$511K
BEAM
622
Baker Ellis Asset Management
Washington
$508K
HWA
623
Heritage Wealth Advisors
Virginia
$507K
PAM
624
Panagora Asset Management
Massachusetts
$504K
PAG
625
Private Advisor Group
New Jersey
$502K