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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
SWM
601
Segment Wealth Management
Texas
$529K
FRA
602
Frank Rimerman Advisors
California
$528K
SIA
603
SeaBridge Investment Advisors
New Jersey
$523K
BAM
604
Belpointe Asset Management
Nevada
$522K
UW
605
Unique Wealth
Florida
$521K
FFO
606
Fiduciary Family Office
Florida
$519K
MM
607
MQS Management
New York
$518K
OIA
608
OneDigital Investment Advisors
Kansas
$517K
EPW
609
Evolve Private Wealth
California
$517K
PAG
610
Private Advisor Group
New Jersey
$516K
OPOWM
611
One Plus One Wealth Management
Florida
$516K
DAC
612
Dividend Assets Capital
South Carolina
$516K
RWM
613
Ritholtz Wealth Management
New York
$515K
EB
614
Exchange Bank
California
$502K
MMA
615
Miracle Mile Advisors
California
$494K
EI
616
Ellevest Inc
New York
$491K
NG
617
Norden Group
Utah
$489K
IA
618
IFP Advisors
Florida
$486K
AWA
619
Aaron Wealth Advisors
Illinois
$483K
BEAM
620
Baker Ellis Asset Management
Washington
$476K
HWA
621
Heritage Wealth Advisors
Virginia
$475K
Ninety One (UK)
622
Ninety One (UK)
United Kingdom
$475K
RCAG
623
Rehmann Capital Advisory Group
Michigan
$474K
BIG
624
Brooklyn Investment Group
New York
$473K
SCA
625
Snowden Capital Advisors
New York
$472K