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