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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
MA
676
MONECO Advisors
Connecticut
$416K
CTC
677
Central Trust Company
Missouri
$415K
CFGW
678
Chancellor Financial Group WB
Pennsylvania
$414K
WA
679
Waverly Advisors
Alabama
$413K
SWP
680
Sagespring Wealth Partners
Tennessee
$413K
TRCT
681
Tower Research Capital (TRC)
New York
$412K
MNA
682
Manning & Napier Advisors
New York
$411K
NP
683
NorthRock Partners
Minnesota
$409K
CAMG
684
CWA Asset Management Group
Florida
$408K
ACM
685
Advisors Capital Management
New Jersey
$404K
MMPW
686
Mitchell McLeod Pugh & Williams
Alabama
$404K
PWMG
687
Prestige Wealth Management Group
New Jersey
$403K
TPI
688
Trust Point Inc
Wisconsin
$401K
KWM
689
KFG Wealth Management
Indiana
$400K
CRC
690
Curi RMB Capital
Illinois
$399K
OL
691
Optas LLC
Texas
$397K
GC
692
Guggenheim Capital
Illinois
$397K
KeyBank National Association
693
KeyBank National Association
Ohio
$396K
RBI
694
Raiffeisen Bank International
Austria
$390K
JSW
695
Journey Strategic Wealth
New Jersey
$389K
CI
696
CX Institutional
Indiana
$389K
EFMC
697
Empire Financial Management Company
New York
$387K
BBA
698
Baader Bank Aktiengesellschaft
Germany
$386K
SAM
699
Strategy Asset Managers
California
$386K
EA
700
Everpar Advisors
Oklahoma
$386K