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Broadridge

1,100 hedge funds and large institutions have $25.1B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 394 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 394

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
1,100
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 Buyers

1 +$803M
2 +$169M
3 +$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1 -$326M
2 -$154M
3 -$139M
4
Millennium Management
Millennium Management
New York
-$80.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CMF
751
Counterpoint Mutual Funds
California
$313K
AWP
752
Ascent Wealth Partners
New York
$312K
GRP
753
Global Retirement Partners
California
$311K
FHA
754
Flagship Harbor Advisors
Massachusetts
$310K
PIM
755
Penobscot Investment Management
Massachusetts
$309K
MPWT
756
MassMutual Private Wealth & Trust
Connecticut
$309K
PA
757
Profund Advisors
Maryland
$307K
WTA
758
Washington Trust Advisors
Massachusetts
$306K
BTI
759
Blue Trust Inc
Georgia
$306K
DADC
760
D.A. Davidson & Co
Montana
$306K
QWP
761
Quotient Wealth Partners
Texas
$304K
AO
762
Advisor OS
Illinois
$303K
SCM
763
Stevens Capital Management
Pennsylvania
$302K
GWSG
764
GPS Wealth Strategies Group
Colorado
$300K
PWPS
765
Pinnacle Wealth Planning Services
Ohio
$295K
BIG
766
Brooklyn Investment Group
New York
$295K
PFW
767
Petros Family Wealth
Minnesota
$291K
NP
768
Nilsine Partners
Colorado
$290K
SAM
769
Smartleaf Asset Management
Massachusetts
$288K
GIA
770
Gateway Investment Advisers
Ohio
$288K
GWS
771
Greykasell Wealth Strategies
California
$287K
CC
772
Courier Capital
New York
$287K
BPFA
773
Barnes Pettey Financial Advisors
Mississippi
$286K
NPF
774
Norris Perne & French
Michigan
$286K
GSF
775
Grove Street Fiduciary
New Hampshire
$286K