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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
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
JCM
826
Jacobsen Capital Management
Utah
$238K
UB
827
UMB Bank
Missouri
$235K
SWM
828
SeaCrest Wealth Management
New York
$234K
MYLI
829
Meiji Yasuda Life Insurance
Japan
$234K
UFF
830
USA Financial Formulas
Michigan
$233K
AP
831
Advisors Preferred
Maryland
$233K
AMIM
832
Aull & Monroe Investment Management
Alabama
$232K
NAS
833
Nicolet Advisory Services
Wisconsin
$231K
CCA
834
Childress Capital Advisors
Texas
$231K
PAM
835
Pegasus Asset Management
New York
$231K
PA
836
PharVision Advisers
Florida
$228K
CT
837
Colonial Trust
South Carolina
$228K
BFA
838
Bill Few Associates
Pennsylvania
$228K
RFN
839
RDA Financial Network
Iowa
$226K
FFA
840
Fragasso Financial Advisors
Pennsylvania
$226K
WF
841
Wayfinding Financial
Washington
$224K
RWA
842
River Wealth Advisors
Pennsylvania
$223K
PP
843
Patron Partners
Texas
$221K
TFA
844
Trinity Financial Advisors
Ohio
$221K
MCM
845
Mitchell Capital Management
Kansas
$221K
FNBOH
846
First National Bank of Hutchinson
Kansas
$221K
WANY
847
Wealthspire Advisors (New York)
New York
$221K
PFM
848
Patton Fund Management
Texas
$220K
MYAM
849
Meiji Yasuda Asset Management
Japan
$220K
GM
850
GeoWealth Management
Illinois
$220K