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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
BP
676
Ballentine Partners
Massachusetts
$404K -$1.82K -8 -0.4%
FWM
677
Forza Wealth Management
Florida
$402K +$11.4K +50 +3%
DT
678
Diversified Trust
Tennessee
$400K +$409K +1,794 New
JSSH
679
J. Safra Sarasin Holding
$400K -$378K -1,656 -48%
FTWA
680
Fifth Third Wealth Advisors
Ohio
$394K +$47.2K +207 +13%
CCMG
681
Clark Capital Management Group
Pennsylvania
$392K -$14.4K -63 -3%
PW
682
Pandora Wealth
Illinois
$391K -$217K -950 -35%
KWM
683
KFG Wealth Management
Indiana
$390K +$16.2K +71 +4%
WDC
684
Woodward Diversified Capital
California
$390K -$11.4K -50 -3%
CTC
685
Central Trust Company
Missouri
$390K +$456 +2 +0.1%
DC
686
Davenport & Co
Virginia
$389K -$3.65K -16 -0.9%
MO
687
McMillan Office
Michigan
$389K +$397K +1,742 New
CFGW
688
Chancellor Financial Group WB
Pennsylvania
$388K
FIA
689
Foundations Investment Advisors
Arizona
$388K +$76.6K +336 +24%
MA
690
MONECO Advisors
Connecticut
$388K -$1.82K -8 -0.5%
AWP
691
Abacus Wealth Partners
California
$387K +$396K +1,736 New
IFS
692
Ifrah Financial Services
Arkansas
$387K -$7.3K -32 -2%
PA
693
Prosperity Advisers
Pennsylvania
$385K +$392K +1,718 New
GRP
694
Global Retirement Partners
California
$385K +$95.6K +419 +32%
WANY
695
Wealthspire Advisors (New York)
New York
$380K +$177K +776 +84%
CAG
696
Crestwood Advisors Group
Massachusetts
$377K +$115K +506 +43%
CRC
697
Curi RMB Capital
Illinois
$375K +$1.14K +5 +0.3%
PWG
698
Portside Wealth Group
Utah
$374K -$78.5K -344 -17%
RB
699
Renasant Bank
Mississippi
$370K -$76.4K -335 -17%
RBI
700
Raiffeisen Bank International
Austria
$370K