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Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
651
Simmons Bank
Arkansas
$438K -$105K -459 -19%
FMP
652
Financial Management Professionals
Texas
$438K +$3.19K +14 +0.7%
Nomura Holdings
653
Nomura Holdings
Japan
$435K -$455K -1,996 -51%
MHC
654
Meyer Handelman Company
New York
$434K
AWM
655
Aberdeen Wealth Management
Illinois
$433K
AWA
656
Argos Wealth Advisors
California
$432K +$441K +1,935 New
S
657
SignatureFD
Georgia
$427K -$39.9K -175 -8%
SHFP
658
Second Half Financial Partners
Florida
$423K -$47.4K -208 -10%
HNB
659
Huntington National Bank
Ohio
$420K -$22.1K -97 -5%
MSFS
660
Main Street Financial Solutions
Pennsylvania
$420K -$2.96K -13 -0.7%
SOS
661
Silver Oak Securities
Tennessee
$420K +$1.82K +8 +0.4%
OL
662
Optas LLC
Texas
$419K +$48.1K +211 +13%
SFG
663
Sunburst Financial Group
Alabama
$418K -$13.2K -58 -3%
WA
664
Wealth Alliance
New York
$412K +$228 +1 +0.1%
BIM
665
Bridges Investment Management
Nebraska
$412K
TG
666
TCW Group
California
$411K +$420K +1,843 New
RAM
667
Redmond Asset Management
Virginia
$411K +$17.1K +75 +4%
BBHC
668
Brown Brothers Harriman & Co
New York
$411K +$7.07K +31 +2%
CG
669
Caprock Group
Idaho
$410K -$1.26M -5,503 -75%
DWT
670
Dorsey & Whitney Trust
South Dakota
$409K -$76.4K -335 -15%
GIA
671
Gateway Investment Advisers
Ohio
$408K +$142K +622 +51%
OF
672
Optimize Financial
California
$407K +$5.47K +24 +1%
IBOK
673
Independence Bank of Kentucky
Kentucky
$406K
MIM
674
Marco Investment Management
Georgia
$404K
CIA
675
Compass Ion Advisors
Pennsylvania
$404K +$228 +1 +0.1%