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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 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 funds holding

Funds holding:

more ownership

Funds ownership:

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: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
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
MWM
726
MBE Wealth Management
Wisconsin
$337K
BRWA
727
B. Riley Wealth Advisors
Florida
$337K
SPA
728
Shore Point Advisors
New Jersey
$336K
AIM
729
Anchor Investment Management
South Carolina
$335K
NWMG
730
National Wealth Management Group
Ohio
$333K
SCM
731
Stonehearth Capital Management
Massachusetts
$330K
ECM
732
Evergreen Capital Management
Washington
$330K
MF
733
Magnetar Financial
Illinois
$330K
D.E. Shaw & Co
734
D.E. Shaw & Co
New York
$330K
VAM
735
Verity Asset Management
North Carolina
$330K
GS
736
GTS Securities
New York
$329K
MWM
737
Maridea Wealth Management
New York
$328K
IIM
738
Ipswich Investment Management
Massachusetts
$327K
BAWM
739
Bennett Associates Wealth Management
Pennsylvania
$326K
DADC
740
D.A. Davidson & Co
Montana
$324K
AC
741
Apella Capital
Connecticut
$323K
CCA
742
Childress Capital Advisors
Texas
$323K
CFSG
743
Clark Financial Services Group
Missouri
$320K
AIM
744
Advyzon Investment Management
Illinois
$317K
AWM
745
AE Wealth Management
Kansas
$316K
MMPW
746
Mitchell McLeod Pugh & Williams
Alabama
$315K
JWCA
747
J.W. Cole Advisors
Florida
$314K
RCM
748
Radnor Capital Management
Pennsylvania
$314K
LJHT
749
Laurie J. Hall Trustee
$312K
TIA
750
Traphagen Investment Advisors
New Jersey
$311K