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Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
801
Harvey Investment Company
Kentucky
$265K
TC
802
Tannin Capital
North Carolina
$262K +$268K +1,176 New
SWP
803
Sagespring Wealth Partners
Tennessee
$261K -$129K -565 -33%
CAM
804
Cresset Asset Management
Illinois
$261K +$73K +320 +38%
ACM
805
Alta Capital Management
Utah
$259K -$347K -1,520 -57%
CIA
806
Choate Investment Advisors
Massachusetts
$258K
CI
807
Cigna Investments
Connecticut
$258K
MGIA
808
Moneta Group Investment Advisors
Missouri
$257K -$104K -455 -28%
NPFS
809
Novak & Powell Financial Services
Florida
$257K
HDIM
810
Hanson & Doremus Investment Management
Vermont
$257K
BLWM
811
Bucket List Wealth Management
Florida
$253K +$259K +1,134 New
S
812
Storgate
Texas
$253K +$258K +1,132 New
PNC
813
Park National Corp
Ohio
$252K -$1.14K -5 -0.4%
EBSAM
814
Eubel Brady & Suttman Asset Management
Ohio
$250K
DFA
815
Davies Financial Advisors
California
$250K
KFI
816
Key Financial Inc
Pennsylvania
$249K
APA
817
Astoria Portfolio Advisors
New York
$249K +$63.9K +280 +25%
GM
818
GeoWealth Management
Illinois
$248K +$43.3K +190 +21%
BF
819
Brogan Financial
Tennessee
$247K -$90.3K -396 -26%
AWM
820
Aprio Wealth Management
Georgia
$247K +$7.98K +35 +3%
HCM
821
Hudson Capital Management
New Jersey
$246K
TBT
822
Texas Bank & Trust
Texas
$245K
DS
823
DRW Securities
Illinois
$245K +$251K +1,099 New
GS
824
GWN Securities
Florida
$245K +$250K +1,097 New
SWM
825
Seaside Wealth Management
California
$244K -$1.6K -7 -0.6%