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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 373 increasing their positions, 390 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:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 390

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
1,093
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
DE
726
Diversified Enterprises
Delaware
$355K
SCM
727
Stonehearth Capital Management
Massachusetts
$352K
D.E. Shaw & Co
728
D.E. Shaw & Co
New York
$352K
IIM
729
Ipswich Investment Management
Massachusetts
$349K
AA
730
Advisory Alpha
Michigan
$345K
AWM
731
AE Wealth Management
Kansas
$344K
TIA
732
Traphagen Investment Advisors
New Jersey
$341K
DAS
733
Dynamic Advisor Solutions
Arizona
$340K
RCM
734
Radnor Capital Management
Pennsylvania
$335K
MWM
735
MBE Wealth Management
Wisconsin
$335K
CFSG
736
Clark Financial Services Group
Missouri
$334K
FIA
737
Foundations Investment Advisors
Arizona
$334K
LSIA
738
LaSalle St. Investment Advisors
Illinois
$331K
AM
739
Atwater Malick
Pennsylvania
$330K
FB
740
Fulton Bank
Pennsylvania
$327K
KCM
741
Kathmere Capital Management
Pennsylvania
$327K
AC
742
Apella Capital
Connecticut
$326K
HIP
743
HUB Investment Partners
Texas
$324K
AB
744
Atlas Brown
Kentucky
$324K
EL
745
EWA LLC
Pennsylvania
$323K
IC
746
Inscription Capital
Texas
$323K
QEI
747
QSV Equity Investors
Illinois
$319K
AIP
748
Ameritas Investment Partners
Nebraska
$317K
RMC
749
Resources Management Corp
Connecticut
$316K
CMF
750
Counterpoint Mutual Funds
California
$313K