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Broadridge

1,100 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, 374 increasing their positions, 394 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 394

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
1,100
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 Buyers

1 +$803M
2 +$169M
3 +$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1 -$326M
2 -$154M
3 -$139M
4
Millennium Management
Millennium Management
New York
-$80.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
726
Gilbert & Cook
Iowa
$357K
DE
727
Diversified Enterprises
Delaware
$355K
SCM
728
Stonehearth Capital Management
Massachusetts
$352K
D.E. Shaw & Co
729
D.E. Shaw & Co
New York
$352K
IIM
730
Ipswich Investment Management
Massachusetts
$349K
AA
731
Advisory Alpha
Michigan
$345K
AWM
732
AE Wealth Management
Kansas
$344K
TIA
733
Traphagen Investment Advisors
New Jersey
$341K
DAS
734
Dynamic Advisor Solutions
Arizona
$340K
RCM
735
Radnor Capital Management
Pennsylvania
$335K
MWM
736
MBE Wealth Management
Wisconsin
$335K
CFSG
737
Clark Financial Services Group
Missouri
$334K
FIA
738
Foundations Investment Advisors
Arizona
$334K
LSIA
739
LaSalle St. Investment Advisors
Illinois
$331K
AM
740
Atwater Malick
Pennsylvania
$330K
FB
741
Fulton Bank
Pennsylvania
$327K
KCM
742
Kathmere Capital Management
Pennsylvania
$327K
AC
743
Apella Capital
Connecticut
$326K
HIP
744
HUB Investment Partners
Texas
$324K
AB
745
Atlas Brown
Kentucky
$324K
EL
746
EWA LLC
Pennsylvania
$323K
IC
747
Inscription Capital
Texas
$323K
QEI
748
QSV Equity Investors
Illinois
$319K
AIP
749
Ameritas Investment Partners
Nebraska
$317K
RMC
750
Resources Management Corp
Connecticut
$316K