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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
QI
626
Qtron Investments
Massachusetts
$511K
BEAM
627
Baker Ellis Asset Management
Washington
$508K
HWA
628
Heritage Wealth Advisors
Virginia
$507K
PAM
629
Panagora Asset Management
Massachusetts
$504K
PAG
630
Private Advisor Group
New Jersey
$502K
SHFP
631
Second Half Financial Partners
Florida
$501K
S
632
SignatureFD
Georgia
$498K
IA
633
IFP Advisors
Florida
$498K
MM
634
MQS Management
New York
$487K
ETC
635
Exchange Traded Concepts
Oklahoma
$486K
SWM
636
Spire Wealth Management
Virginia
$486K
PWG
637
Portside Wealth Group
Utah
$481K
USCWA
638
U.S. Capital Wealth Advisors
Texas
$480K
TA
639
Tectonic Advisors
Texas
$479K
LFP
640
Leeward Financial Partners
Washington
$476K
RB
641
Renasant Bank
Mississippi
$475K
CW
642
CreativeOne Wealth
Kansas
$473K
HNB
643
Huntington National Bank
Ohio
$472K
PFGIA
644
Patriot Financial Group Insurance Agency
Massachusetts
$466K
FMP
645
Financial Management Professionals
Texas
$464K
CPCPP
646
Canada Post Corporation Pension Plan
Canada
$463K
MHC
647
Meyer Handelman Company
New York
$463K
AWM
648
Aberdeen Wealth Management
Illinois
$462K
MWM
649
Maripau Wealth Management
Indiana
$461K
SFG
650
Sunburst Financial Group
Alabama
$460K