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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
BPA
776
Beacon Pointe Advisors
California
$285K
ET
777
Equitable Trust
Tennessee
$283K
HIC
778
Harvey Investment Company
Kentucky
$283K
SI
779
Stephens Inc
Arkansas
$283K
1WM
780
1858 Wealth Management
Ohio
$282K
TSMHT
781
Thurston Springer Miller Herd & Titak
Indiana
$282K
CAG
782
Crestwood Advisors Group
Massachusetts
$282K
MAP
783
Moody Aldrich Partners
Massachusetts
$278K
BWA
784
Bestgate Wealth Advisors
Maryland
$277K
CIA
785
Choate Investment Advisors
Massachusetts
$276K
AIA
786
Arrow Investment Advisors
Maryland
$275K
CI
787
Cigna Investments
Connecticut
$275K
PFG
788
Prosperity Financial Group
California
$275K
NPFS
789
Novak & Powell Financial Services
Florida
$274K
HDIM
790
Hanson & Doremus Investment Management
Vermont
$274K
PWM
791
Perigon Wealth Management
California
$272K
PNC
792
Park National Corp
Ohio
$270K
APA
793
Astoria Portfolio Advisors
New York
$269K
EBSAM
794
Eubel Brady & Suttman Asset Management
Ohio
$267K
DFA
795
Davies Financial Advisors
California
$267K
APP
796
Avantax Planning Partners
Iowa
$266K
BCM
797
Brasada Capital Management
Texas
$264K
HCM
798
Hudson Capital Management
New Jersey
$263K
SWM
799
Seaside Wealth Management
California
$262K
KFI
800
Key Financial Inc
Pennsylvania
$262K