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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 373 increasing their positions, 390 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:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 390

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
1,093
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
OPOWM
601
One Plus One Wealth Management
Florida
$580K
SB
602
Simmons Bank
Arkansas
$577K
ATC
603
Argent Trust Co
Tennessee
$577K
RCAG
604
Rehmann Capital Advisory Group
Michigan
$572K
CPIG
605
Chicago Partners Investment Group
Illinois
$572K
BJL
606
Brighton Jones LLC
Washington
$568K
SWM
607
Segment Wealth Management
Texas
$565K
WIA
608
World Investment Advisors
California
$564K
TPCW
609
TD Private Client Wealth
New York
$564K
MMA
610
Miracle Mile Advisors
California
$563K
SIA
611
SeaBridge Investment Advisors
New Jersey
$558K
GWMR
612
GC Wealth Management RIA
Massachusetts
$558K
SFS
613
Sowell Financial Services
Arkansas
$557K
VCM
614
Voleon Capital Management
California
$542K
EB
615
Exchange Bank
California
$536K
MSE
616
MUFG Securities EMEA
United Kingdom
$534K
MYIA
617
Mount Yale Investment Advisors
Colorado
$526K
SCA
618
Snowden Capital Advisors
New York
$525K
MG
619
Mather Group
Illinois
$524K
EH
620
Equitable Holdings
New York
$524K
MWM
621
Maridea Wealth Management
New York
$524K
CPA
622
Court Place Advisors
Maryland
$517K
DWT
623
Dorsey & Whitney Trust
South Dakota
$516K
BPC
624
Bryce Point Capital
New York
$515K
DAS
625
Diversify Advisory Services
Utah
$512K