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Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
751
Clark Financial Services Group
Missouri
$320K +$7.07K +31 +2%
AIM
752
Advyzon Investment Management
Illinois
$317K +$90.5K +397 +39%
AWM
753
AE Wealth Management
Kansas
$316K -$6.61K -29 -2%
MMPW
754
Mitchell McLeod Pugh & Williams
Alabama
$315K -$5.7K -25 -1%
JWCA
755
J.W. Cole Advisors
Florida
$314K -$234K -1,028 -39%
RCM
756
Radnor Capital Management
Pennsylvania
$314K
LJHT
757
Laurie J. Hall Trustee
$312K -$45.6K -200 -13%
TIA
758
Traphagen Investment Advisors
New Jersey
$311K -$8.44K -37 -3%
KCM
759
Kathmere Capital Management
Pennsylvania
$311K +$4.56K +20 +1%
SCM
760
Sterling Capital Management
North Carolina
$310K +$130K +569 +69%
PCM
761
Prelude Capital Management
New York
$306K +$313K +1,371 New
AIA
762
AssuredPartners Investment Advisors
Florida
$306K +$313K +1,371 New
LSIA
763
LaSalle St. Investment Advisors
Illinois
$305K -$4.79K -21 -2%
AB
764
Atlas Brown
Kentucky
$304K +$1.14K +5 +0.4%
AM
765
Atwater Malick
Pennsylvania
$301K -$8.44K -37 -3%
FCM
766
Fieldview Capital Management
Michigan
$300K -$565K -2,479 -65%
EA
767
Everpar Advisors
Oklahoma
$300K -$63.4K -278 -17%
ACI
768
Alpha Cubed Investments
California
$300K +$306K +1,343 New
AIP
769
Ameritas Investment Partners
Nebraska
$298K +$228 +1 +0.1%
DAS
770
Dynamic Advisor Solutions
Arizona
$296K -$23.5K -103 -7%
RMC
771
Resources Management Corp
Connecticut
$293K -$2.28K -10 -0.8%
PIM
772
Penobscot Investment Management
Massachusetts
$290K
SHF
773
Safe Harbor Fiduciary
Florida
$289K +$296K +1,296 New
EL
774
EWA LLC
Pennsylvania
$287K -$16K -70 -5%
WTA
775
Washington Trust Advisors
Massachusetts
$287K