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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 373 increasing their positions, 390 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:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 390

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
1,093
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
MIM
826
Moseley Investment Management
Florida
$241K
KFS
827
Kurt F. Somerville
$240K
GVAG
828
Great Valley Advisor Group
Delaware
$240K
CSI
829
Cross Staff Investments
New York
$238K
JE
830
JMAC Enterprises
Pennsylvania
$238K
FFS
831
Fischer Financial Services
Pennsylvania
$238K
JCM
832
Jacobsen Capital Management
Utah
$238K
UB
833
UMB Bank
Missouri
$235K
SWM
834
SeaCrest Wealth Management
New York
$234K
MYLI
835
Meiji Yasuda Life Insurance
Japan
$234K
UFF
836
USA Financial Formulas
Michigan
$233K
AP
837
Advisors Preferred
Maryland
$233K
AMIM
838
Aull & Monroe Investment Management
Alabama
$232K
NAS
839
Nicolet Advisory Services
Wisconsin
$231K
CCA
840
Childress Capital Advisors
Texas
$231K
PAM
841
Pegasus Asset Management
New York
$231K
PA
842
PharVision Advisers
Florida
$228K
CT
843
Colonial Trust
South Carolina
$228K
BFA
844
Bill Few Associates
Pennsylvania
$228K
RFN
845
RDA Financial Network
Iowa
$226K
FFA
846
Fragasso Financial Advisors
Pennsylvania
$226K
WF
847
Wayfinding Financial
Washington
$224K
RWA
848
River Wealth Advisors
Pennsylvania
$223K
PP
849
Patron Partners
Texas
$221K
TFA
850
Trinity Financial Advisors
Ohio
$221K