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Broadridge

1,100 hedge funds and large institutions have $25.1B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 394 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 394

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
1,100
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 Buyers

1 +$803M
2 +$169M
3 +$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1 -$326M
2 -$154M
3 -$139M
4
Millennium Management
Millennium Management
New York
-$80.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
651
Sunburst Financial Group
Alabama
$460K
MSFS
652
Main Street Financial Solutions
Pennsylvania
$452K
Acadian Asset Management
653
Acadian Asset Management
Massachusetts
$445K
SOS
654
Silver Oak Securities
Tennessee
$442K
BIM
655
Bridges Investment Management
Nebraska
$439K
WA
656
Wealth Alliance
New York
$439K
SOW
657
State of Wyoming
Wyoming
$438K
IBOK
658
Independence Bank of Kentucky
Kentucky
$433K
BP
659
Ballentine Partners
Massachusetts
$433K
CCMG
660
Clark Capital Management Group
Pennsylvania
$433K
MIM
661
Marco Investment Management
Georgia
$432K
CIA
662
Compass Ion Advisors
Pennsylvania
$431K
BBHC
663
Brown Brothers Harriman & Co
New York
$431K
OF
664
Optimize Financial
California
$428K
WDC
665
Woodward Diversified Capital
California
$428K
EB
666
Eastern Bank
Massachusetts
$427K
SC
667
Sepio Capital
Utah
$425K
MAM
668
Mystic Asset Management
Rhode Island
$424K
IFS
669
Ifrah Financial Services
Arkansas
$421K
LIA
670
LBMC Investment Advisors
Tennessee
$421K
RAM
671
Redmond Asset Management
Virginia
$421K
DC
672
Davenport & Co
Virginia
$419K
TCBWMS
673
Texas Capital Bank Wealth Management Services
Texas
$419K
FWM
674
Forza Wealth Management
Florida
$417K
VFA
675
Voya Financial Advisors
Connecticut
$416K