We are live on ! Find out more
BR icon

Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GAG
726
GM Advisory Group
New York
$347K +$355K +1,555 New
SVWAG
727
Sound View Wealth Advisors Group
Georgia
$345K
PWMAG
728
Pinnacle Wealth Management Advisory Group
New Jersey
$344K -$14.4K -63 -4%
LCM
729
Legato Capital Management
California
$343K +$351K +1,537 New
GC
730
Gilbert & Cook
Iowa
$341K +$6.61K +29 +2%
WG
731
Wellington Group
Indiana
$341K +$349K +1,529 New
GC
732
Guggenheim Capital
Illinois
$338K -$34.7K -152 -9%
MWM
733
MBE Wealth Management
Wisconsin
$337K +$23.9K +105 +7%
BRWA
734
B. Riley Wealth Advisors
Florida
$337K -$2.28K -10 -0.7%
SWM
735
SHP Wealth Management
Massachusetts
$336K +$343K +1,504 New
SPA
736
Shore Point Advisors
New Jersey
$336K
AIM
737
Anchor Investment Management
South Carolina
$335K
NWMG
738
National Wealth Management Group
Ohio
$333K +$341K +1,493 New
SCM
739
Stonehearth Capital Management
Massachusetts
$330K
ECM
740
Evergreen Capital Management
Washington
$330K +$89.2K +391 +36%
MF
741
Magnetar Financial
Illinois
$330K -$6.19M -27,129 -95%
D.E. Shaw & Co
742
D.E. Shaw & Co
New York
$330K
VAM
743
Verity Asset Management
North Carolina
$330K +$337K +1,478 New
GS
744
GTS Securities
New York
$329K +$138K +606 +70%
MWM
745
Maridea Wealth Management
New York
$328K -$183K -802 -35%
IIM
746
Ipswich Investment Management
Massachusetts
$327K
BAWM
747
Bennett Associates Wealth Management
Pennsylvania
$326K +$333K +1,460 New
DADC
748
D.A. Davidson & Co
Montana
$324K +$38.1K +167 +13%
AC
749
Apella Capital
Connecticut
$323K +$1.37K +6 +0.4%
CCA
750
Childress Capital Advisors
Texas
$323K +$109K +478 +49%