Broadridge
1,120 hedge funds and large institutions have $23.8B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 361 increasing their positions, 436 reducing their positions, and 89 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 → $23.8B (-$1.21B)
17% less repeat investments, than reductions
Existing positions increased: 361 | Existing positions reduced: 436
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Holders
1,120
Holding in Top 10
2
Calls
$19.2M
Puts
$15.4M
Top Buyers
| 1 | +$177M | |
| 2 | +$123M | |
| 3 | +$119M | |
| 4 |
JP Morgan Chase
New York
|
+$111M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$111M |
Top Sellers
| 1 | -$150M | |
| 2 | -$139M | |
| 3 | -$120M | |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$110M |
| 5 |
Morgan Stanley
New York
|
-$98.6M |