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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
AWP
751
Ascent Wealth Partners
New York
$312K
GRP
752
Global Retirement Partners
California
$311K
FHA
753
Flagship Harbor Advisors
Massachusetts
$310K
PIM
754
Penobscot Investment Management
Massachusetts
$309K
MPWT
755
MassMutual Private Wealth & Trust
Connecticut
$309K
PA
756
Profund Advisors
Maryland
$307K
WTA
757
Washington Trust Advisors
Massachusetts
$306K
BTI
758
Blue Trust Inc
Georgia
$306K
DADC
759
D.A. Davidson & Co
Montana
$306K
QWP
760
Quotient Wealth Partners
Texas
$304K
AO
761
Advisor OS
Illinois
$303K
SCM
762
Stevens Capital Management
Pennsylvania
$302K
GWSG
763
GPS Wealth Strategies Group
Colorado
$300K
PWPS
764
Pinnacle Wealth Planning Services
Ohio
$295K
BIG
765
Brooklyn Investment Group
New York
$295K
PFW
766
Petros Family Wealth
Minnesota
$291K
NP
767
Nilsine Partners
Colorado
$290K
SAM
768
Smartleaf Asset Management
Massachusetts
$288K
GIA
769
Gateway Investment Advisers
Ohio
$288K
GWS
770
Greykasell Wealth Strategies
California
$287K
CC
771
Courier Capital
New York
$287K
BPFA
772
Barnes Pettey Financial Advisors
Mississippi
$286K
NPF
773
Norris Perne & French
Michigan
$286K
GSF
774
Grove Street Fiduciary
New Hampshire
$286K
BPA
775
Beacon Pointe Advisors
California
$285K