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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
ACM
826
Allred Capital Management
Texas
$241K
MIM
827
Moseley Investment Management
Florida
$241K
KFS
828
Kurt F. Somerville
$240K
GVAG
829
Great Valley Advisor Group
Delaware
$240K
FFS
830
Fischer Financial Services
Pennsylvania
$238K
CSI
831
Cross Staff Investments
New York
$238K
JE
832
JMAC Enterprises
Pennsylvania
$238K
JCM
833
Jacobsen Capital Management
Utah
$238K
UB
834
UMB Bank
Missouri
$235K
SWM
835
SeaCrest Wealth Management
New York
$234K
MYLI
836
Meiji Yasuda Life Insurance
Japan
$234K
UFF
837
USA Financial Formulas
Michigan
$233K
AP
838
Advisors Preferred
Maryland
$233K
AMIM
839
Aull & Monroe Investment Management
Alabama
$232K
NAS
840
Nicolet Advisory Services
Wisconsin
$231K
CCA
841
Childress Capital Advisors
Texas
$231K
PAM
842
Pegasus Asset Management
New York
$231K
PA
843
PharVision Advisers
Florida
$228K
CT
844
Colonial Trust
South Carolina
$228K
BFA
845
Bill Few Associates
Pennsylvania
$228K
RFN
846
RDA Financial Network
Iowa
$226K
FFA
847
Fragasso Financial Advisors
Pennsylvania
$226K
WF
848
Wayfinding Financial
Washington
$224K
RWA
849
River Wealth Advisors
Pennsylvania
$223K
PP
850
Patron Partners
Texas
$221K