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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 reducing their positions, and 90 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 → $23.7B (-$1.37B)

17% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
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
Citadel Advisors
Citadel Advisors
Florida
+$97.9M

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
PAI
626
Pittenger & Anderson Inc
Nebraska
$469K
TA
627
Tectonic Advisors
Texas
$469K
SCM
628
Stevens Capital Management
Pennsylvania
$466K
MAM
629
Martingale Asset Management
Massachusetts
$466K
TPCW
630
TD Private Client Wealth
New York
$465K
MWM
631
Maripau Wealth Management
Indiana
$462K
LSA
632
Leonteq Securities AG
Switzerland
$462K
CW
633
CreativeOne Wealth
Kansas
$461K
GWP
634
Gen-Wealth Partners
Michigan
$456K
ETC
635
Exchange Traded Concepts
Oklahoma
$455K
USCWA
636
U.S. Capital Wealth Advisors
Texas
$452K
MG
637
Mather Group
Illinois
$451K
EP
638
E6 Portfolios
Utah
$448K
QI
639
Qtron Investments
Massachusetts
$447K
CF
640
Convergence Financial
Missouri
$447K
LFP
641
Leeward Financial Partners
Washington
$446K
CAG
642
Cypress Advisory Group
Arizona
$446K
SWM
643
Spire Wealth Management
Virginia
$443K
AFCM
644
Applied Finance Capital Management
Puerto Rico
$441K
SB
645
Simmons Bank
Arkansas
$438K
FMP
646
Financial Management Professionals
Texas
$438K
Nomura Holdings
647
Nomura Holdings
Japan
$435K
MHC
648
Meyer Handelman Company
New York
$434K
AWM
649
Aberdeen Wealth Management
Illinois
$433K
AWA
650
Argos Wealth Advisors
California
$432K