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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
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
AIM
701
Arcadia Investment Management
Michigan
$381K
MOS
702
MGO One Seven
Ohio
$381K
Fisher Asset Management
703
Fisher Asset Management
Washington
$378K
PTC
704
Private Trust Company
Ohio
$376K
CAM
705
Campion Asset Management
Virginia
$373K
TE
706
Tema ETFs
New York
$372K
WTB
707
Washington Trust Bank
Washington
$372K
FTWA
708
Fifth Third Wealth Advisors
Ohio
$371K
UBP
709
Union Bancaire Privee
Switzerland
$371K
BHCM
710
Brevan Howard Capital Management
Jersey
$369K
SVWAG
711
Sound View Wealth Advisors Group
Georgia
$368K
MIP
712
Marietta Investment Partners
Wisconsin
$365K
BWP
713
BSW Wealth Partners
Colorado
$365K
BRWA
714
B. Riley Wealth Advisors
Florida
$362K
BAM
715
Belpointe Asset Management
Nevada
$358K
BF
716
Brogan Financial
Tennessee
$358K
SPA
717
Shore Point Advisors
New Jersey
$358K
AIM
718
Anchor Investment Management
South Carolina
$357K
GC
719
Gilbert & Cook
Iowa
$357K
DE
720
Diversified Enterprises
Delaware
$355K
SCM
721
Stonehearth Capital Management
Massachusetts
$352K
D.E. Shaw & Co
722
D.E. Shaw & Co
New York
$352K
IIM
723
Ipswich Investment Management
Massachusetts
$349K
AA
724
Advisory Alpha
Michigan
$345K
AWM
725
AE Wealth Management
Kansas
$344K