Broadridge
1,103 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, 375 increasing their positions, 395 reducing their positions, and 80 closing their positions.
33% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 80
1% more funds holding
Funds holding: 1,095 → 1,103 (+8)
0.44% more ownership
Funds ownership: 89.75% → 90.19% (+0.44%)
2% less capital invested
Capital invested by funds: $25.6B → $25.1B (-$572M)
5% less repeat investments, than reductions
Existing positions increased: 375 | Existing positions reduced: 395
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
68% less call options, than puts
Call options by funds: $15.5M | Put options by funds: $48.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$803M |
| 2 |
VanEck Associates
New York
|
+$169M |
| 3 |
JP Morgan Chase
New York
|
+$72.9M |
| 4 |
JCM
Junto Capital Management
New York
|
+$67.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$65.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$326M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$154M |
| 3 |
Morgan Stanley
New York
|
-$139M |
| 4 |
Millennium Management
New York
|
-$80.2M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
-$63.6M |
BR Hedge Fund Activity: Q3 2025 in Review
1,103 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2025, worth a combined $25.1B — down 2.2% from $25.6B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new BR positions and 80 closed out — a net gain of 26 holders — while 375 added to existing stakes and 395 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $803M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $326M.
- 1,103 institutional investors held Broadridge (BR) as of Q3 2025, up from 1,095 in Q2 2025.
- Funds reported $25.1B of Broadridge stock for Q3 2025, down 2.2% quarter-over-quarter.
- 106 funds opened new Broadridge positions in Q3 2025 and 80 closed out, a net change of +26 holders.
- The largest Broadridge buyer in Q3 2025 was AllianceBernstein, an estimated $803M added.
- The largest Broadridge seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $326M sold.
Based on aggregated 13F filings for Q3 2025.