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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
SHFP
626
Second Half Financial Partners
Florida
$501K
S
627
SignatureFD
Georgia
$498K
MM
628
MQS Management
New York
$487K
ETC
629
Exchange Traded Concepts
Oklahoma
$486K
SWM
630
Spire Wealth Management
Virginia
$486K
PWG
631
Portside Wealth Group
Utah
$481K
USCWA
632
U.S. Capital Wealth Advisors
Texas
$480K
TA
633
Tectonic Advisors
Texas
$479K
LFP
634
Leeward Financial Partners
Washington
$476K
RB
635
Renasant Bank
Mississippi
$475K
CW
636
CreativeOne Wealth
Kansas
$473K
HNB
637
Huntington National Bank
Ohio
$472K
PFGIA
638
Patriot Financial Group Insurance Agency
Massachusetts
$466K
FMP
639
Financial Management Professionals
Texas
$464K
CPCPP
640
Canada Post Corporation Pension Plan
Canada
$463K
MHC
641
Meyer Handelman Company
New York
$463K
AWM
642
Aberdeen Wealth Management
Illinois
$462K
MWM
643
Maripau Wealth Management
Indiana
$461K
SFG
644
Sunburst Financial Group
Alabama
$460K
MSFS
645
Main Street Financial Solutions
Pennsylvania
$452K
Acadian Asset Management
646
Acadian Asset Management
Massachusetts
$445K
SOS
647
Silver Oak Securities
Tennessee
$442K
BIM
648
Bridges Investment Management
Nebraska
$439K
WA
649
Wealth Alliance
New York
$439K
SOW
650
State of Wyoming
Wyoming
$438K