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Broadridge

1,120 hedge funds and large institutions have $23.8B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 361 increasing their positions, 436 reducing their positions, and 89 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 → $23.8B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,120
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
Corient Private Wealth
Corient Private Wealth
Florida
+$111M

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
PFG
826
Prosperity Financial Group
California
$239K
EBA
827
Eagle Bay Advisors
New York
$238K
KCA
828
Kastel Capital Advisors
Massachusetts
$238K
CT
829
Colonial Trust
South Carolina
$237K
SAM
830
Smartleaf Asset Management
Massachusetts
$236K
First Manhattan
831
First Manhattan
New York
$235K
PBC
832
Pavion Blue Capital
California
$235K
PA
833
Profund Advisors
Maryland
$235K
AWP
834
Ascent Wealth Partners
New York
$235K
MFA
835
Mayflower Financial Advisors
Massachusetts
$229K
CI Investments Inc
836
CI Investments Inc
Ontario, Canada
$228K
ML
837
McAdam LLC
Pennsylvania
$228K
BWA
838
Bestgate Wealth Advisors
Maryland
$227K
APP
839
Avantax Planning Partners
Iowa
$227K
MIM
840
Moseley Investment Management
Florida
$225K
FWCM
841
Ferguson Wellman Capital Management
Oregon
$225K
AC
842
Avestar Capital
New York
$225K
FPH
843
Financial Planning Hawaii
Hawaii
$224K
JE
844
JMAC Enterprises
Pennsylvania
$223K
FFS
845
Fischer Financial Services
Pennsylvania
$223K
CSI
846
Cross Staff Investments
New York
$223K
LFG
847
Larson Financial Group
Missouri
$223K
BCM
848
Brasada Capital Management
Texas
$220K
AMIM
849
Aull & Monroe Investment Management
Alabama
$218K
DWP
850
Daymark Wealth Partners
Ohio
$218K