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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
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
WTA
751
Washington Trust Advisors
Massachusetts
$306K
BTI
752
Blue Trust Inc
Georgia
$306K
DADC
753
D.A. Davidson & Co
Montana
$306K
QWP
754
Quotient Wealth Partners
Texas
$304K
AO
755
Advisor OS
Illinois
$303K
SCM
756
Stevens Capital Management
Pennsylvania
$302K
GWSG
757
GPS Wealth Strategies Group
Colorado
$300K
PWPS
758
Pinnacle Wealth Planning Services
Ohio
$295K
BIG
759
Brooklyn Investment Group
New York
$295K
PFW
760
Petros Family Wealth
Minnesota
$291K
NP
761
Nilsine Partners
Colorado
$290K
SAM
762
Smartleaf Asset Management
Massachusetts
$288K
GIA
763
Gateway Investment Advisers
Ohio
$288K
GWS
764
Greykasell Wealth Strategies
California
$287K
CC
765
Courier Capital
New York
$287K
BPFA
766
Barnes Pettey Financial Advisors
Mississippi
$286K
NPF
767
Norris Perne & French
Michigan
$286K
GSF
768
Grove Street Fiduciary
New Hampshire
$286K
BPA
769
Beacon Pointe Advisors
California
$285K
ET
770
Equitable Trust
Tennessee
$283K
HIC
771
Harvey Investment Company
Kentucky
$283K
SI
772
Stephens Inc
Arkansas
$283K
1WM
773
1858 Wealth Management
Ohio
$282K
TSMHT
774
Thurston Springer Miller Herd & Titak
Indiana
$282K
CAG
775
Crestwood Advisors Group
Massachusetts
$282K