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Broadridge

1,103 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, 375 increasing their positions, 395 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

1% more funds holding

Funds holding: 1,0951,103 (+8)

0.44% more ownership

Funds ownership: 89.75%90.19% (+0.44%)

2% less capital invested

Capital invested by funds: $25.6B → $25.1B (-$572M)

5% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 395

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
1,103
Holders Change
+8
Holders Change %
+0.73%
% of All Funds
14.48%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
106
Increased
375
Reduced
395
Closed
80
Calls
$15.5M
Puts
$48.8M
Net Calls
-$33.3M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$82.6M -$27.5M -110,392 -24%
Swiss National Bank
52
Swiss National Bank
Switzerland
$80.6M -$3.89M -15,600 -4%
LPL Financial
53
LPL Financial
California
$76.5M +$2.97M +11,930 +4%
FAM
54
Fenimore Asset Management
New York
$75.9M +$563K +2,260 +0.7%
First Trust Advisors
55
First Trust Advisors
Illinois
$68.2M -$7.1M -28,490 -9%
AQR Capital Management
56
AQR Capital Management
Connecticut
$66.1M +$3.83M +15,364 +6%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$65.6M +$921K +3,700 +1%
JCM
58
Junto Capital Management
New York
$64.8M +$67.7M +271,872 New
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$64.6M +$1.83M +7,353 +3%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$63.6M -$14.4M -57,962 -18%
Luther King Capital Management (LKCM)
61
Luther King Capital Management (LKCM)
Texas
$60.9M -$1.68M -6,765 -3%
LWCFA
62
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59M -$1.09M -4,362 -2%
SIC
63
Schwartz Investment Counsel
Michigan
$58.9M
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$54.3M -$11.6M -46,732 -17%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$54.2M +$2.02M +8,130 +4%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$53.3M -$4.59M -18,431 -8%
GKIM
67
GW&K Investment Management
Massachusetts
$51.3M -$733K -2,943 -1%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$51M +$494K +1,983 +0.9%
American Century Companies
69
American Century Companies
Missouri
$48.4M -$18.9M -75,997 -27%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$48.1M +$2.67M +10,738 +6%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$47.5M +$3.27M +13,139 +7%
BMSSC
72
B. Metzler seel. Sohn & Co
Germany
$44.6M -$2.1M -8,418 -4%
BEI
73
Benjamin Edwards Inc
Missouri
$42.3M +$456K +1,831 +1%
National Pension Service
74
National Pension Service
South Korea
$41.6M +$676K +2,714 +2%
ACA
75
Anchor Capital Advisors
Massachusetts
$39.9M -$1.03M -4,143 -2%