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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
KCM
751
Kathmere Capital Management
Pennsylvania
$311K
SCM
752
Sterling Capital Management
North Carolina
$310K
PCM
753
Prelude Capital Management
New York
$306K
AIA
754
AssuredPartners Investment Advisors
Florida
$306K
LSIA
755
LaSalle St. Investment Advisors
Illinois
$305K
AB
756
Atlas Brown
Kentucky
$304K
AM
757
Atwater Malick
Pennsylvania
$301K
FCM
758
Fieldview Capital Management
Michigan
$300K
EA
759
Everpar Advisors
Oklahoma
$300K
ACI
760
Alpha Cubed Investments
California
$300K
AIP
761
Ameritas Investment Partners
Nebraska
$298K
DAS
762
Dynamic Advisor Solutions
Arizona
$296K
RMC
763
Resources Management Corp
Connecticut
$293K
PIM
764
Penobscot Investment Management
Massachusetts
$290K
SHF
765
Safe Harbor Fiduciary
Florida
$289K
EL
766
EWA LLC
Pennsylvania
$287K
WTA
767
Washington Trust Advisors
Massachusetts
$287K
PWPS
768
Pinnacle Wealth Planning Services
Ohio
$287K
QEI
769
QSV Equity Investors
Illinois
$286K
NAS
770
Nicolet Advisory Services
Wisconsin
$281K
NP
771
Nilsine Partners
Colorado
$281K
FHA
772
Flagship Harbor Advisors
Massachusetts
$281K
BTI
773
Blue Trust Inc
Georgia
$281K
CJ
774
Caitlin John
Michigan
$281K
FB
775
Fulton Bank
Pennsylvania
$280K