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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 reducing their positions, and 90 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 → $23.7B (-$1.37B)

17% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.2M
Puts
$15.4M
Net Calls
Net Calls Change

Top Buyers

1 +$177M
2 +$123M
3 +$119M
4
JP Morgan Chase
JP Morgan Chase
New York
+$111M
5
Citadel Advisors
Citadel Advisors
Florida
+$97.9M

Top Sellers

1 -$150M
2 -$139M
3 -$120M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$110M
5
Morgan Stanley
Morgan Stanley
New York
-$98.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AO
776
Advisor OS
Illinois
$280K
AWM
777
Accurate Wealth Management
Florida
$278K
BWP
778
BSW Wealth Partners
Colorado
$278K
C
779
Certuity
Florida
$277K
AFG
780
Albion Financial Group
Utah
$277K
EWA
781
EverSource Wealth Advisors
Alabama
$277K
NONA
782
Ninety One North America
New York
$272K
PFW
783
Petros Family Wealth
Minnesota
$272K
PE
784
PCM Encore
Colorado
$270K
GWS
785
Greykasell Wealth Strategies
California
$269K
NPF
786
Norris Perne & French
Michigan
$268K
BPFA
787
Barnes Pettey Financial Advisors
Mississippi
$268K
GSF
788
Grove Street Fiduciary
New Hampshire
$268K
UB
789
UMB Bank
Missouri
$267K
AG
790
Ascent Group
Virginia
$266K
AP
791
Advisors Preferred
Maryland
$265K
ET
792
Equitable Trust
Tennessee
$265K
HIC
793
Harvey Investment Company
Kentucky
$265K
TC
794
Tannin Capital
North Carolina
$262K
SWP
795
Sagespring Wealth Partners
Tennessee
$261K
CAM
796
Cresset Asset Management
Illinois
$261K
ACM
797
Alta Capital Management
Utah
$259K
CIA
798
Choate Investment Advisors
Massachusetts
$258K
CI
799
Cigna Investments
Connecticut
$258K
MGIA
800
Moneta Group Investment Advisors
Missouri
$257K