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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
TBT
801
Texas Bank & Trust
Texas
$262K
AWM
802
Accurate Wealth Management
Florida
$261K
JF
803
Jump Financial
Illinois
$261K
C
804
Certuity
Florida
$260K
SCTC
805
Sanibel Captiva Trust Company
Florida
$259K
ECM
806
Evergreen Capital Management
Washington
$259K
CICI
807
Capital Investment Counsel Inc
North Carolina
$257K
AWM
808
Aprio Wealth Management
Georgia
$255K
PA
809
Parallel Advisors
California
$254K
EBA
810
Eagle Bay Advisors
New York
$254K
RW
811
Rede Wealth
Virginia
$254K
DWP
812
Daymark Wealth Partners
Ohio
$254K
ML
813
McAdam LLC
Pennsylvania
$253K
AAIS
814
ABN AMRO Investment Solutions
$253K
BWM
815
Baron Wealth Management
Michigan
$253K
First Manhattan
816
First Manhattan
New York
$251K
PBC
817
Pavion Blue Capital
California
$251K
PFG
818
PAX Financial Group
Texas
$250K
MFA
819
Mayflower Financial Advisors
Massachusetts
$250K
FW
820
FullCircle Wealth
Texas
$250K
LCOV
821
London Company of Virginia
Virginia
$248K
AG
822
Ascent Group
Virginia
$247K
AIM
823
Advyzon Investment Management
Illinois
$244K
AC
824
Avestar Capital
New York
$244K
LAM
825
Longboard Asset Management
Arizona
$243K