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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
AWM
801
Accurate Wealth Management
Florida
$261K
JF
802
Jump Financial
Illinois
$261K
C
803
Certuity
Florida
$260K
SCTC
804
Sanibel Captiva Trust Company
Florida
$259K
ECM
805
Evergreen Capital Management
Washington
$259K
CICI
806
Capital Investment Counsel Inc
North Carolina
$257K
AWM
807
Aprio Wealth Management
Georgia
$255K
PA
808
Parallel Advisors
California
$254K
EBA
809
Eagle Bay Advisors
New York
$254K
RW
810
Rede Wealth
Virginia
$254K
DWP
811
Daymark Wealth Partners
Ohio
$254K
ML
812
McAdam LLC
Pennsylvania
$253K
AAIS
813
ABN AMRO Investment Solutions
$253K
BWM
814
Baron Wealth Management
Michigan
$253K
First Manhattan
815
First Manhattan
New York
$251K
PBC
816
Pavion Blue Capital
California
$251K
PFG
817
PAX Financial Group
Texas
$250K
MFA
818
Mayflower Financial Advisors
Massachusetts
$250K
FW
819
FullCircle Wealth
Texas
$250K
LCOV
820
London Company of Virginia
Virginia
$248K
AG
821
Ascent Group
Virginia
$247K
AIM
822
Advyzon Investment Management
Illinois
$244K
AC
823
Avestar Capital
New York
$244K
LAM
824
Longboard Asset Management
Arizona
$243K
ACM
825
Allred Capital Management
Texas
$241K