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Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
701
Graham Capital Management
Connecticut
$368K +$377K +1,651 New
MIP
702
Marietta Investment Partners
Wisconsin
$368K +$26.2K +115 +7%
MAM
703
Mystic Asset Management
Rhode Island
$367K -$30.6K -134 -8%
BPA
704
Beacon Pointe Advisors
California
$367K +$102K +446 +37%
EB
705
Eastern Bank
Massachusetts
$366K -$34.2K -150 -8%
ACM
706
Advisors Capital Management
New Jersey
$366K -$13.5K -59 -3%
AC
707
AlphaCore Capital
California
$365K +$371K +1,628 New
EFMC
708
Empire Financial Management Company
New York
$363K
DAS
709
Diversify Advisory Services
Utah
$362K -$150K -659 -28%
SAM
710
Strategy Asset Managers
California
$362K -$456 -2 -0.1%
TCBWMS
711
Texas Capital Bank Wealth Management Services
Texas
$361K -$31.7K -139 -8%
CI
712
CX Institutional
Indiana
$361K -$3.42K -15 -0.9%
DE
713
Diversified Enterprises
Delaware
$358K +$25.3K +111 +7%
PMAM
714
Picton Mahoney Asset Management
Ontario, Canada
$357K -$634K -2,782 -63%
AIM
715
Arcadia Investment Management
Michigan
$357K
MOS
716
MGO One Seven
Ohio
$356K -$912 -4 -0.3%
TPI
717
Trust Point Inc
Wisconsin
$355K -$21K -92 -5%
CAMG
718
CWA Asset Management Group
Florida
$354K -$28.7K -126 -7%
VFA
719
Voya Financial Advisors
Connecticut
$352K -$45.6K -200 -11%
PTC
720
Private Trust Company
Ohio
$352K -$228 -1 -0.1%
CAM
721
Campion Asset Management
Virginia
$349K
PWMG
722
Prestige Wealth Management Group
New Jersey
$348K -$29.6K -130 -8%
WTB
723
Washington Trust Bank
Washington
$348K
TE
724
Tema ETFs
New York
$348K -$912 -4 -0.3%
AA
725
Advisory Alpha
Michigan
$347K +$18.5K +81 +5%