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Broadridge

1,100 hedge funds and large institutions have $25.1B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 394 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 394

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
1,100
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 Buyers

1 +$803M
2 +$169M
3 +$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1 -$326M
2 -$154M
3 -$139M
4
Millennium Management
Millennium Management
New York
-$80.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
601
Sompo Asset Management
Japan
$586K
OPOWM
602
One Plus One Wealth Management
Florida
$580K
SB
603
Simmons Bank
Arkansas
$577K
ATC
604
Argent Trust Co
Tennessee
$577K
RCAG
605
Rehmann Capital Advisory Group
Michigan
$572K
CPIG
606
Chicago Partners Investment Group
Illinois
$572K
BJL
607
Brighton Jones LLC
Washington
$568K
SWM
608
Segment Wealth Management
Texas
$565K
WIA
609
World Investment Advisors
California
$564K
TPCW
610
TD Private Client Wealth
New York
$564K
MMA
611
Miracle Mile Advisors
California
$563K
SIA
612
SeaBridge Investment Advisors
New Jersey
$558K
GWMR
613
GC Wealth Management RIA
Massachusetts
$558K
SFS
614
Sowell Financial Services
Arkansas
$557K
VCM
615
Voleon Capital Management
California
$542K
EB
616
Exchange Bank
California
$536K
MSE
617
MUFG Securities EMEA
United Kingdom
$534K
MYIA
618
Mount Yale Investment Advisors
Colorado
$526K
SCA
619
Snowden Capital Advisors
New York
$525K
MG
620
Mather Group
Illinois
$524K
EH
621
Equitable Holdings
New York
$524K
MWM
622
Maridea Wealth Management
New York
$524K
CPA
623
Court Place Advisors
Maryland
$517K
DWT
624
Dorsey & Whitney Trust
South Dakota
$516K
BPC
625
Bryce Point Capital
New York
$515K