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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
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
TIA
726
Traphagen Investment Advisors
New Jersey
$341K
DAS
727
Dynamic Advisor Solutions
Arizona
$340K
RCM
728
Radnor Capital Management
Pennsylvania
$335K
MWM
729
MBE Wealth Management
Wisconsin
$335K
CFSG
730
Clark Financial Services Group
Missouri
$334K
FIA
731
Foundations Investment Advisors
Arizona
$334K
LSIA
732
LaSalle St. Investment Advisors
Illinois
$331K
AM
733
Atwater Malick
Pennsylvania
$330K
FB
734
Fulton Bank
Pennsylvania
$327K
KCM
735
Kathmere Capital Management
Pennsylvania
$327K
AC
736
Apella Capital
Connecticut
$326K
HIP
737
HUB Investment Partners
Texas
$324K
AB
738
Atlas Brown
Kentucky
$324K
EL
739
EWA LLC
Pennsylvania
$323K
IC
740
Inscription Capital
Texas
$323K
QEI
741
QSV Equity Investors
Illinois
$319K
AIP
742
Ameritas Investment Partners
Nebraska
$317K
RMC
743
Resources Management Corp
Connecticut
$316K
CMF
744
Counterpoint Mutual Funds
California
$313K
AWP
745
Ascent Wealth Partners
New York
$312K
GRP
746
Global Retirement Partners
California
$311K
FHA
747
Flagship Harbor Advisors
Massachusetts
$310K
PIM
748
Penobscot Investment Management
Massachusetts
$309K
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$309K
PA
750
Profund Advisors
Maryland
$307K