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Broadridge

1,108 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 360 increasing their positions, 433 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 ownership

Funds ownership:

more funds holding

Funds holding:

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: 433

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,108
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
Parnassus Investments
51
Parnassus Investments
California
$81.4M
Baird Financial Group
52
Baird Financial Group
Wisconsin
$78.4M
AQR Capital Management
53
AQR Capital Management
Connecticut
$75.3M
LPL Financial
54
LPL Financial
California
$74.7M
FAM
55
Fenimore Asset Management
New York
$72.2M
Swiss National Bank
56
Swiss National Bank
Switzerland
$71.4M
EARNEST Partners
57
EARNEST Partners
Georgia
$68.4M
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$67.8M
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$67.2M
Millennium Management
60
Millennium Management
New York
$66.1M
Nordea Investment Management
61
Nordea Investment Management
Sweden
$65.3M
Principal Financial Group
62
Principal Financial Group
Iowa
$63M
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$62.8M
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$58.4M
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$57.5M
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$57.4M
SIC
67
Schwartz Investment Counsel
Michigan
$55.2M
LWCFA
68
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52.6M
American Century Companies
69
American Century Companies
Missouri
$51.9M
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$50.6M
First Trust Advisors
71
First Trust Advisors
Illinois
$49.3M
GKIM
72
GW&K Investment Management
Massachusetts
$47.8M
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$46.4M
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$45.9M
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$45.1M