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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
IBOK
651
Independence Bank of Kentucky
Kentucky
$433K
BP
652
Ballentine Partners
Massachusetts
$433K
CCMG
653
Clark Capital Management Group
Pennsylvania
$433K
MIM
654
Marco Investment Management
Georgia
$432K
CIA
655
Compass Ion Advisors
Pennsylvania
$431K
BBHC
656
Brown Brothers Harriman & Co
New York
$431K
OF
657
Optimize Financial
California
$428K
WDC
658
Woodward Diversified Capital
California
$428K
EB
659
Eastern Bank
Massachusetts
$427K
SC
660
Sepio Capital
Utah
$425K
MAM
661
Mystic Asset Management
Rhode Island
$424K
IFS
662
Ifrah Financial Services
Arkansas
$421K
LIA
663
LBMC Investment Advisors
Tennessee
$421K
RAM
664
Redmond Asset Management
Virginia
$421K
DC
665
Davenport & Co
Virginia
$419K
TCBWMS
666
Texas Capital Bank Wealth Management Services
Texas
$419K
FWM
667
Forza Wealth Management
Florida
$417K
VFA
668
Voya Financial Advisors
Connecticut
$416K
MA
669
MONECO Advisors
Connecticut
$416K
CTC
670
Central Trust Company
Missouri
$415K
CFGW
671
Chancellor Financial Group WB
Pennsylvania
$414K
WA
672
Waverly Advisors
Alabama
$413K
SWP
673
Sagespring Wealth Partners
Tennessee
$413K
TRCT
674
Tower Research Capital (TRC)
New York
$412K
MNA
675
Manning & Napier Advisors
New York
$411K