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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 373 increasing their positions, 390 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:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 390

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
1,093
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
MSFS
651
Main Street Financial Solutions
Pennsylvania
$452K
Acadian Asset Management
652
Acadian Asset Management
Massachusetts
$445K
SOS
653
Silver Oak Securities
Tennessee
$442K
BIM
654
Bridges Investment Management
Nebraska
$439K
WA
655
Wealth Alliance
New York
$439K
SOW
656
State of Wyoming
Wyoming
$438K
IBOK
657
Independence Bank of Kentucky
Kentucky
$433K
BP
658
Ballentine Partners
Massachusetts
$433K
CCMG
659
Clark Capital Management Group
Pennsylvania
$433K
MIM
660
Marco Investment Management
Georgia
$432K
CIA
661
Compass Ion Advisors
Pennsylvania
$431K
BBHC
662
Brown Brothers Harriman & Co
New York
$431K
OF
663
Optimize Financial
California
$428K
WDC
664
Woodward Diversified Capital
California
$428K
EB
665
Eastern Bank
Massachusetts
$427K
SC
666
Sepio Capital
Utah
$425K
MAM
667
Mystic Asset Management
Rhode Island
$424K
IFS
668
Ifrah Financial Services
Arkansas
$421K
LIA
669
LBMC Investment Advisors
Tennessee
$421K
RAM
670
Redmond Asset Management
Virginia
$421K
DC
671
Davenport & Co
Virginia
$419K
TCBWMS
672
Texas Capital Bank Wealth Management Services
Texas
$419K
FWM
673
Forza Wealth Management
Florida
$417K
VFA
674
Voya Financial Advisors
Connecticut
$416K
MA
675
MONECO Advisors
Connecticut
$416K