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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $25.1B → $23.7B (-$1.37B)

17% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.2M
Puts
$15.4M
Net Calls
Net Calls Change

Top Buyers

1 +$177M
2 +$123M
3 +$119M
4
JP Morgan Chase
JP Morgan Chase
New York
+$111M
5
Citadel Advisors
Citadel Advisors
Florida
+$97.9M

Top Sellers

1 -$150M
2 -$139M
3 -$120M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$110M
5
Morgan Stanley
Morgan Stanley
New York
-$98.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PW
676
Pandora Wealth
Illinois
$391K
KWM
677
KFG Wealth Management
Indiana
$390K
WDC
678
Woodward Diversified Capital
California
$390K
CTC
679
Central Trust Company
Missouri
$390K
DC
680
Davenport & Co
Virginia
$389K
MO
681
McMillan Office
Michigan
$389K
CFGW
682
Chancellor Financial Group WB
Pennsylvania
$388K
FIA
683
Foundations Investment Advisors
Arizona
$388K
MA
684
MONECO Advisors
Connecticut
$388K
AWP
685
Abacus Wealth Partners
California
$387K
IFS
686
Ifrah Financial Services
Arkansas
$387K
PA
687
Prosperity Advisers
Pennsylvania
$385K
GRP
688
Global Retirement Partners
California
$385K
WANY
689
Wealthspire Advisors (New York)
New York
$380K
CAG
690
Crestwood Advisors Group
Massachusetts
$377K
CRC
691
Curi RMB Capital
Illinois
$375K
PWG
692
Portside Wealth Group
Utah
$374K
RB
693
Renasant Bank
Mississippi
$370K
RBI
694
Raiffeisen Bank International
Austria
$370K
GCM
695
Graham Capital Management
Connecticut
$368K
MIP
696
Marietta Investment Partners
Wisconsin
$368K
MAM
697
Mystic Asset Management
Rhode Island
$367K
BPA
698
Beacon Pointe Advisors
California
$367K
EB
699
Eastern Bank
Massachusetts
$366K
ACM
700
Advisors Capital Management
New Jersey
$366K