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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
FFS
851
Fischer Financial Services
Pennsylvania
$223K
JE
852
JMAC Enterprises
Pennsylvania
$223K
LFG
853
Larson Financial Group
Missouri
$223K +$35.4K +155 +18%
BCM
854
Brasada Capital Management
Texas
$220K -$29.6K -130 -12%
AMIM
855
Aull & Monroe Investment Management
Alabama
$218K
DWP
856
Daymark Wealth Partners
Ohio
$218K -$20.8K -91 -9%
PFM
857
Patton Fund Management
Texas
$217K +$11.2K +49 +5%
FFA
858
Fragasso Financial Advisors
Pennsylvania
$217K +$2.05K +9 +0.9%
ACM
859
Allred Capital Management
Texas
$216K -$9.58K -42 -4%
PAM
860
Pegasus Asset Management
New York
$216K
PFG
861
PAX Financial Group
Texas
$215K -$20.5K -90 -9%
WF
862
Wayfinding Financial
Washington
$214K +$4.11K +18 +2%
GVAG
863
Great Valley Advisor Group
Delaware
$214K -$10.7K -47 -5%
JCM
864
Jacobsen Capital Management
Utah
$213K -$9.58K -42 -4%
CC
865
Courier Capital
New York
$212K -$58.2K -255 -21%
BWM
866
Baron Wealth Management
Michigan
$212K -$25.5K -112 -11%
LGF
867
LGT Group Foundation
Liechtenstein
$212K +$214K +939 New
AAP
868
Arax Advisory Partners
Colorado
$211K -$493K -2,163 -70%
RFN
869
RDA Financial Network
Iowa
$210K -$2.28K -10 -1%
WS
870
Wedbush Securities
California
$209K +$214K +939 New
A
871
AlphaQuest
New York
$208K -$3.96M -17,381 -95%
PP
872
Patron Partners
Texas
$208K
TFA
873
Trinity Financial Advisors
Ohio
$207K
IWN
874
Independent Wealth Network
Iowa
$207K +$11.6K +51 +6%
FNBOH
875
First National Bank of Hutchinson
Kansas
$207K