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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
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
MAP
776
Moody Aldrich Partners
Massachusetts
$278K
BWA
777
Bestgate Wealth Advisors
Maryland
$277K
CIA
778
Choate Investment Advisors
Massachusetts
$276K
AIA
779
Arrow Investment Advisors
Maryland
$275K
CI
780
Cigna Investments
Connecticut
$275K
PFG
781
Prosperity Financial Group
California
$275K
NPFS
782
Novak & Powell Financial Services
Florida
$274K
HDIM
783
Hanson & Doremus Investment Management
Vermont
$274K
PWM
784
Perigon Wealth Management
California
$272K
PNC
785
Park National Corp
Ohio
$270K
APA
786
Astoria Portfolio Advisors
New York
$269K
EBSAM
787
Eubel Brady & Suttman Asset Management
Ohio
$267K
DFA
788
Davies Financial Advisors
California
$267K
APP
789
Avantax Planning Partners
Iowa
$266K
BCM
790
Brasada Capital Management
Texas
$264K
HCM
791
Hudson Capital Management
New Jersey
$263K
SWM
792
Seaside Wealth Management
California
$262K
KFI
793
Key Financial Inc
Pennsylvania
$262K
TBT
794
Texas Bank & Trust
Texas
$262K
AWM
795
Accurate Wealth Management
Florida
$261K
JF
796
Jump Financial
Illinois
$261K
C
797
Certuity
Florida
$260K
SCTC
798
Sanibel Captiva Trust Company
Florida
$259K
ECM
799
Evergreen Capital Management
Washington
$259K
CICI
800
Capital Investment Counsel Inc
North Carolina
$257K