BR icon

Broadridge

1,120 hedge funds and large institutions have $23.8B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 361 increasing their positions, 436 reducing their positions, and 89 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 funds holding

Funds holding:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $25.1B → $23.8B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,120
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
Corient Private Wealth
Corient Private Wealth
Florida
+$111M

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
GC
726
Gilbert & Cook
Iowa
$341K
GC
727
Guggenheim Capital
Illinois
$338K
MWM
728
MBE Wealth Management
Wisconsin
$337K
BRWA
729
B. Riley Wealth Advisors
Florida
$337K
SWM
730
SHP Wealth Management
Massachusetts
$336K
SPA
731
Shore Point Advisors
New Jersey
$336K
AIM
732
Anchor Investment Management
South Carolina
$335K
NWMG
733
National Wealth Management Group
Ohio
$333K
SCM
734
Stonehearth Capital Management
Massachusetts
$330K
ECM
735
Evergreen Capital Management
Washington
$330K
MF
736
Magnetar Financial
Illinois
$330K
D.E. Shaw & Co
737
D.E. Shaw & Co
New York
$330K
VAM
738
Verity Asset Management
North Carolina
$330K
GS
739
GTS Securities
New York
$329K
MWM
740
Maridea Wealth Management
New York
$328K
IIM
741
Ipswich Investment Management
Massachusetts
$327K
BAWM
742
Bennett Associates Wealth Management
Pennsylvania
$326K
DADC
743
D.A. Davidson & Co
Montana
$324K
AC
744
Apella Capital
Connecticut
$323K
CCA
745
Childress Capital Advisors
Texas
$323K
CFSG
746
Clark Financial Services Group
Missouri
$320K
AIM
747
Advyzon Investment Management
Illinois
$317K
AWM
748
AE Wealth Management
Kansas
$316K
MMPW
749
Mitchell McLeod Pugh & Williams
Alabama
$315K
JWCA
750
J.W. Cole Advisors
Florida
$314K