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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
MYIA
601
Mount Yale Investment Advisors
Colorado
$536K +$44.5K +195 +9%
GWM
602
Gibbs Wealth Management
Georgia
$536K -$60.7K -266 -10%
AAM
603
AMI Asset Management
California
$533K -$20.3K -89 -4%
ATC
604
Argent Trust Co
Tennessee
$532K -$8.67K -38 -2%
SWM
605
Segment Wealth Management
Texas
$529K
FRA
606
Frank Rimerman Advisors
California
$528K +$540K +2,366 New
SIA
607
SeaBridge Investment Advisors
New Jersey
$523K
BAM
608
Belpointe Asset Management
Nevada
$522K +$191K +836 +56%
UW
609
Unique Wealth
Florida
$521K -$74.3K -326 -12%
FFO
610
Fiduciary Family Office
Florida
$519K -$184K -807 -26%
MM
611
MQS Management
New York
$518K +$62.5K +274 +13%
OIA
612
OneDigital Investment Advisors
Kansas
$517K -$195K -854 -27%
EPW
613
Evolve Private Wealth
California
$517K +$526K +2,307 New
PAG
614
Private Advisor Group
New Jersey
$516K +$47.4K +208 +10%
OPOWM
615
One Plus One Wealth Management
Florida
$516K -$28.1K -123 -5%
DAC
616
Dividend Assets Capital
South Carolina
$516K -$105K -462 -17%
RWM
617
Ritholtz Wealth Management
New York
$515K -$403K -1,769 -43%
EB
618
Exchange Bank
California
$502K
MMA
619
Miracle Mile Advisors
California
$494K -$33.8K -148 -6%
EI
620
Ellevest Inc
New York
$491K -$59.8K -262 -11%
NG
621
Norden Group
Utah
$489K -$63.6K -279 -11%
IA
622
IFP Advisors
Florida
$486K +$35.4K +155 +8%
AWA
623
Aaron Wealth Advisors
Illinois
$483K -$218K -954 -31%
BEAM
624
Baker Ellis Asset Management
Washington
$476K
HWA
625
Heritage Wealth Advisors
Virginia
$475K