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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
SAM
626
Sompo Asset Management
Japan
$471K
WA
627
Waverly Advisors
Alabama
$469K
PAI
628
Pittenger & Anderson Inc
Nebraska
$469K
TA
629
Tectonic Advisors
Texas
$469K
SCM
630
Stevens Capital Management
Pennsylvania
$466K
MAM
631
Martingale Asset Management
Massachusetts
$466K
TPCW
632
TD Private Client Wealth
New York
$465K
MWM
633
Maripau Wealth Management
Indiana
$462K
LSA
634
Leonteq Securities AG
Switzerland
$462K
CW
635
CreativeOne Wealth
Kansas
$461K
GWP
636
Gen-Wealth Partners
Michigan
$456K
ETC
637
Exchange Traded Concepts
Oklahoma
$455K
USCWA
638
U.S. Capital Wealth Advisors
Texas
$452K
MG
639
Mather Group
Illinois
$451K
EP
640
E6 Portfolios
Utah
$448K
QI
641
Qtron Investments
Massachusetts
$447K
CF
642
Convergence Financial
Missouri
$447K
LFP
643
Leeward Financial Partners
Washington
$446K
CAG
644
Cypress Advisory Group
Arizona
$446K
SWM
645
Spire Wealth Management
Virginia
$443K
AFCM
646
Applied Finance Capital Management
Puerto Rico
$441K
SB
647
Simmons Bank
Arkansas
$438K
FMP
648
Financial Management Professionals
Texas
$438K
Nomura Holdings
649
Nomura Holdings
Japan
$435K
MHC
650
Meyer Handelman Company
New York
$434K