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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
PWPS
776
Pinnacle Wealth Planning Services
Ohio
$287K +$10.3K +45 +4%
QEI
777
QSV Equity Investors
Illinois
$286K -$12.8K -56 -4%
NAS
778
Nicolet Advisory Services
Wisconsin
$281K +$65.2K +286 +29%
NP
779
Nilsine Partners
Colorado
$281K +$9.81K +43 +4%
FHA
780
Flagship Harbor Advisors
Massachusetts
$281K -$9.35K -41 -3%
BTI
781
Blue Trust Inc
Georgia
$281K -$6.16K -27 -2%
CJ
782
Caitlin John
Michigan
$281K +$287K +1,257 New
FB
783
Fulton Bank
Pennsylvania
$280K -$27.4K -120 -9%
AO
784
Advisor OS
Illinois
$280K -$4.33K -19 -1%
AWM
785
Accurate Wealth Management
Florida
$278K +$30.6K +134 +12%
BWP
786
BSW Wealth Partners
Colorado
$278K -$65K -285 -19%
C
787
Certuity
Florida
$277K +$34.4K +151 +14%
AFG
788
Albion Financial Group
Utah
$277K -$282K -1,237 -50%
EWA
789
EverSource Wealth Advisors
Alabama
$277K +$89.9K +394 +47%
NONA
790
Ninety One North America
New York
$272K -$89.2K -391 -24%
PFW
791
Petros Family Wealth
Minnesota
$272K -$228 -1 -0.1%
PE
792
PCM Encore
Colorado
$270K +$276K +1,209 New
GWS
793
Greykasell Wealth Strategies
California
$269K
BPFA
794
Barnes Pettey Financial Advisors
Mississippi
$268K
NPF
795
Norris Perne & French
Michigan
$268K
GSF
796
Grove Street Fiduciary
New Hampshire
$268K
UB
797
UMB Bank
Missouri
$267K +$48.6K +213 +22%
AG
798
Ascent Group
Virginia
$266K +$35.6K +156 +15%
AP
799
Advisors Preferred
Maryland
$265K +$48.4K +212 +21%
ET
800
Equitable Trust
Tennessee
$265K