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Broadridge

1,111 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 122 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
1,111
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
HDIM
801
Hanson & Doremus Investment Management
Vermont
$257K
S
802
Storgate
Texas
$253K
PNC
803
Park National Corp
Ohio
$252K
EBSAM
804
Eubel Brady & Suttman Asset Management
Ohio
$250K
DFA
805
Davies Financial Advisors
California
$250K
KFI
806
Key Financial Inc
Pennsylvania
$249K
APA
807
Astoria Portfolio Advisors
New York
$249K
GM
808
GeoWealth Management
Illinois
$248K
BF
809
Brogan Financial
Tennessee
$247K
AWM
810
Aprio Wealth Management
Georgia
$247K
HCM
811
Hudson Capital Management
New Jersey
$246K
TBT
812
Texas Bank & Trust
Texas
$245K
DS
813
DRW Securities
Illinois
$245K
GS
814
GWN Securities
Florida
$245K
SWM
815
Seaside Wealth Management
California
$244K
PA
816
Parallel Advisors
California
$244K
MPWT
817
MassMutual Private Wealth & Trust
Connecticut
$243K
SCTC
818
Sanibel Captiva Trust Company
Florida
$243K
CPIG
819
Chicago Partners Investment Group
Illinois
$242K
CICI
820
Capital Investment Counsel Inc
North Carolina
$240K
PWM
821
Perigon Wealth Management
California
$240K
PFG
822
Prosperity Financial Group
California
$239K
EBA
823
Eagle Bay Advisors
New York
$238K
KCA
824
Kastel Capital Advisors
Massachusetts
$238K
CT
825
Colonial Trust
South Carolina
$237K