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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
S
651
SignatureFD
Georgia
$427K
SHFP
652
Second Half Financial Partners
Florida
$423K
HNB
653
Huntington National Bank
Ohio
$420K
MSFS
654
Main Street Financial Solutions
Pennsylvania
$420K
SOS
655
Silver Oak Securities
Tennessee
$420K
OL
656
Optas LLC
Texas
$419K
SFG
657
Sunburst Financial Group
Alabama
$418K
WA
658
Wealth Alliance
New York
$412K
BIM
659
Bridges Investment Management
Nebraska
$412K
TG
660
TCW Group
California
$411K
RAM
661
Redmond Asset Management
Virginia
$411K
BBHC
662
Brown Brothers Harriman & Co
New York
$411K
CG
663
Caprock Group
Idaho
$410K
DWT
664
Dorsey & Whitney Trust
South Dakota
$409K
GIA
665
Gateway Investment Advisers
Ohio
$408K
OF
666
Optimize Financial
California
$407K
IBOK
667
Independence Bank of Kentucky
Kentucky
$406K
MIM
668
Marco Investment Management
Georgia
$404K
CIA
669
Compass Ion Advisors
Pennsylvania
$404K
BP
670
Ballentine Partners
Massachusetts
$404K
FWM
671
Forza Wealth Management
Florida
$402K
DT
672
Diversified Trust
Tennessee
$400K
JSSH
673
J. Safra Sarasin Holding
$400K
FTWA
674
Fifth Third Wealth Advisors
Ohio
$394K
CCMG
675
Clark Capital Management Group
Pennsylvania
$392K