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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 373 increasing their positions, 390 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:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 390

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
1,093
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
ET
776
Equitable Trust
Tennessee
$283K
HIC
777
Harvey Investment Company
Kentucky
$283K
SI
778
Stephens Inc
Arkansas
$283K
1WM
779
1858 Wealth Management
Ohio
$282K
TSMHT
780
Thurston Springer Miller Herd & Titak
Indiana
$282K
CAG
781
Crestwood Advisors Group
Massachusetts
$282K
MAP
782
Moody Aldrich Partners
Massachusetts
$278K
BWA
783
Bestgate Wealth Advisors
Maryland
$277K
CIA
784
Choate Investment Advisors
Massachusetts
$276K
AIA
785
Arrow Investment Advisors
Maryland
$275K
CI
786
Cigna Investments
Connecticut
$275K
PFG
787
Prosperity Financial Group
California
$275K
NPFS
788
Novak & Powell Financial Services
Florida
$274K
HDIM
789
Hanson & Doremus Investment Management
Vermont
$274K
PWM
790
Perigon Wealth Management
California
$272K
PNC
791
Park National Corp
Ohio
$270K
APA
792
Astoria Portfolio Advisors
New York
$269K
EBSAM
793
Eubel Brady & Suttman Asset Management
Ohio
$267K
DFA
794
Davies Financial Advisors
California
$267K
APP
795
Avantax Planning Partners
Iowa
$266K
BCM
796
Brasada Capital Management
Texas
$264K
HCM
797
Hudson Capital Management
New Jersey
$263K
SWM
798
Seaside Wealth Management
California
$262K
KFI
799
Key Financial Inc
Pennsylvania
$262K
TBT
800
Texas Bank & Trust
Texas
$262K