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Broadridge

1,110 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 360 increasing their positions, 434 reducing their positions, and 90 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 ownership

Funds ownership:

more funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $25.1B → $23.7B (-$1.37B)

17% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,110
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
Citadel Advisors
Citadel Advisors
Florida
+$97.9M

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
WF
851
Wayfinding Financial
Washington
$214K
GVAG
852
Great Valley Advisor Group
Delaware
$214K
JCM
853
Jacobsen Capital Management
Utah
$213K
CC
854
Courier Capital
New York
$212K
BWM
855
Baron Wealth Management
Michigan
$212K
LGF
856
LGT Group Foundation
Liechtenstein
$212K
AAP
857
Arax Advisory Partners
Colorado
$211K
RFN
858
RDA Financial Network
Iowa
$210K
WS
859
Wedbush Securities
California
$209K
A
860
AlphaQuest
New York
$208K
PP
861
Patron Partners
Texas
$208K
TFA
862
Trinity Financial Advisors
Ohio
$207K
IWN
863
Independent Wealth Network
Iowa
$207K
FNBOH
864
First National Bank of Hutchinson
Kansas
$207K
1C
865
111 Capital
France
$207K
KWM
866
Kingsview Wealth Management
Oregon
$206K
LCOV
867
London Company of Virginia
Virginia
$206K
PFA
868
Pure Financial Advisors
California
$206K
PCG
869
Prosperity Consulting Group
Maryland
$205K
SB
870
Strategic Blueprint
Georgia
$203K
KPWG
871
KFA Private Wealth Group
Virginia
$202K
NAM
872
NTV Asset Management
West Virginia
$201K
CFM
873
Catalyst Funds Management
Australia
$201K
SWM
874
SeaCrest Wealth Management
New York
$201K
EDRH
875
Edmond de Rothschild Holding
Switzerland
$197K