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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
AC
701
AlphaCore Capital
California
$365K
EFMC
702
Empire Financial Management Company
New York
$363K
DAS
703
Diversify Advisory Services
Utah
$362K
SAM
704
Strategy Asset Managers
California
$362K
TCBWMS
705
Texas Capital Bank Wealth Management Services
Texas
$361K
CI
706
CX Institutional
Indiana
$361K
DE
707
Diversified Enterprises
Delaware
$358K
PMAM
708
Picton Mahoney Asset Management
Ontario, Canada
$357K
AIM
709
Arcadia Investment Management
Michigan
$357K
MOS
710
MGO One Seven
Ohio
$356K
TPI
711
Trust Point Inc
Wisconsin
$355K
CAMG
712
CWA Asset Management Group
Florida
$354K
VFA
713
Voya Financial Advisors
Connecticut
$352K
PTC
714
Private Trust Company
Ohio
$352K
CAM
715
Campion Asset Management
Virginia
$349K
PWMG
716
Prestige Wealth Management Group
New Jersey
$348K
WTB
717
Washington Trust Bank
Washington
$348K
TE
718
Tema ETFs
New York
$348K
AA
719
Advisory Alpha
Michigan
$347K
GAG
720
GM Advisory Group
New York
$347K
SVWAG
721
Sound View Wealth Advisors Group
Georgia
$345K
PWMAG
722
Pinnacle Wealth Management Advisory Group
New Jersey
$344K
LCM
723
Legato Capital Management
California
$343K
GC
724
Gilbert & Cook
Iowa
$341K
GC
725
Guggenheim Capital
Illinois
$338K