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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
PA
826
Parallel Advisors
California
$244K +$5.47K +24 +2%
MPWT
827
MassMutual Private Wealth & Trust
Connecticut
$243K -$47K -206 -16%
SCTC
828
Sanibel Captiva Trust Company
Florida
$243K
CPIG
829
Chicago Partners Investment Group
Illinois
$242K -$302K -1,323 -53%
CICI
830
Capital Investment Counsel Inc
North Carolina
$240K
PWM
831
Perigon Wealth Management
California
$240K -$14.8K -65 -6%
PFG
832
Prosperity Financial Group
California
$239K -$18.7K -82 -7%
EBA
833
Eagle Bay Advisors
New York
$238K
KCA
834
Kastel Capital Advisors
Massachusetts
$238K +$243K +1,067 New
CT
835
Colonial Trust
South Carolina
$237K +$23.9K +105 +11%
SAM
836
Smartleaf Asset Management
Massachusetts
$236K -$37.9K -166 -14%
First Manhattan
837
First Manhattan
New York
$235K
PBC
838
Pavion Blue Capital
California
$235K
PA
839
Profund Advisors
Maryland
$235K -$53.8K -236 -18%
AWP
840
Ascent Wealth Partners
New York
$235K -$59.3K -260 -20%
MFA
841
Mayflower Financial Advisors
Massachusetts
$229K -$5.93K -26 -2%
CI Investments Inc
842
CI Investments Inc
Ontario, Canada
$228K -$555K -2,433 -70%
ML
843
McAdam LLC
Pennsylvania
$228K -$9.35K -41 -4%
BWA
844
Bestgate Wealth Advisors
Maryland
$227K -$33.5K -147 -13%
APP
845
Avantax Planning Partners
Iowa
$227K -$22.8K -100 -9%
MIM
846
Moseley Investment Management
Florida
$225K
FWCM
847
Ferguson Wellman Capital Management
Oregon
$225K +$230K +1,007 New
AC
848
Avestar Capital
New York
$225K -$3.88K -17 -2%
FPH
849
Financial Planning Hawaii
Hawaii
$224K +$229K +1,005 New
CSI
850
Cross Staff Investments
New York
$223K