BR icon

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