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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
Ninety One (UK)
626
Ninety One (UK)
United Kingdom
$475K -$126K -553 -21%
RCAG
627
Rehmann Capital Advisory Group
Michigan
$474K -$64.1K -281 -12%
BIG
628
Brooklyn Investment Group
New York
$473K +$193K +846 +69%
SCA
629
Snowden Capital Advisors
New York
$472K -$19.8K -87 -4%
SAM
630
Sompo Asset Management
Japan
$471K -$79.8K -350 -14%
WA
631
Waverly Advisors
Alabama
$469K +$83.2K +365 +21%
PAI
632
Pittenger & Anderson Inc
Nebraska
$469K -$2.77M -12,145 -85%
TA
633
Tectonic Advisors
Texas
$469K +$20.1K +88 +4%
SCM
634
Stevens Capital Management
Pennsylvania
$466K +$188K +824 +65%
MAM
635
Martingale Asset Management
Massachusetts
$466K +$109K +480 +30%
TPCW
636
TD Private Client Wealth
New York
$465K -$64.5K -283 -12%
MWM
637
Maripau Wealth Management
Indiana
$462K +$31K +136 +7%
LSA
638
Leonteq Securities AG
Switzerland
$462K -$102K -447 -18%
CW
639
CreativeOne Wealth
Kansas
$461K +$18.2K +80 +4%
GWP
640
Gen-Wealth Partners
Michigan
$456K +$361K +1,581 +342%
ETC
641
Exchange Traded Concepts
Oklahoma
$455K -$456 -2 -0.1%
USCWA
642
U.S. Capital Wealth Advisors
Texas
$452K +$1.82K +8 +0.4%
MG
643
Mather Group
Illinois
$451K -$41.5K -182 -8%
EP
644
E6 Portfolios
Utah
$448K +$458K +2,007 New
QI
645
Qtron Investments
Massachusetts
$447K -$33.1K -145 -7%
CF
646
Convergence Financial
Missouri
$447K +$456K +2,001 New
LFP
647
Leeward Financial Partners
Washington
$446K
CAG
648
Cypress Advisory Group
Arizona
$446K +$456K +2,000 New
SWM
649
Spire Wealth Management
Virginia
$443K -$12.5K -55 -3%
AFCM
650
Applied Finance Capital Management
Puerto Rico
$441K +$451K +1,978 New