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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
P
701
Pitcairn
Pennsylvania
$386K
NONA
702
Ninety One North America
New York
$384K
Walleye Capital
703
Walleye Capital
New York
$384K
MGIA
704
Moneta Group Investment Advisors
Missouri
$383K
MAM
705
Martingale Asset Management
Massachusetts
$383K
PWMAG
706
Pinnacle Wealth Management Advisory Group
New Jersey
$382K
LJHT
707
Laurie J. Hall Trustee
$381K
AIM
708
Arcadia Investment Management
Michigan
$381K
MOS
709
MGO One Seven
Ohio
$381K
Fisher Asset Management
710
Fisher Asset Management
Washington
$378K
PTC
711
Private Trust Company
Ohio
$376K
CAM
712
Campion Asset Management
Virginia
$373K
TE
713
Tema ETFs
New York
$372K
WTB
714
Washington Trust Bank
Washington
$372K
FTWA
715
Fifth Third Wealth Advisors
Ohio
$371K
UBP
716
Union Bancaire Privee
Switzerland
$371K
BHCM
717
Brevan Howard Capital Management
Jersey
$369K
SVWAG
718
Sound View Wealth Advisors Group
Georgia
$368K
MIP
719
Marietta Investment Partners
Wisconsin
$365K
BWP
720
BSW Wealth Partners
Colorado
$365K
BRWA
721
B. Riley Wealth Advisors
Florida
$362K
BAM
722
Belpointe Asset Management
Nevada
$358K
BF
723
Brogan Financial
Tennessee
$358K
SPA
724
Shore Point Advisors
New Jersey
$358K
AIM
725
Anchor Investment Management
South Carolina
$357K