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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, 374 increasing their positions, 389 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: 374 | Existing positions reduced: 389

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
MCM
851
Mitchell Capital Management
Kansas
$221K
FNBOH
852
First National Bank of Hutchinson
Kansas
$221K
WANY
853
Wealthspire Advisors (New York)
New York
$221K
PFM
854
Patton Fund Management
Texas
$220K
MYAM
855
Meiji Yasuda Asset Management
Japan
$220K
GM
856
GeoWealth Management
Illinois
$220K
OIAM
857
OFI Invest Asset Management
France
$219K
KPWG
858
KFA Private Wealth Group
Virginia
$216K
NAM
859
NTV Asset Management
West Virginia
$214K
TCOTS
860
Trust Company of the South
North Carolina
$213K
FGP
861
Freestone Grove Partners
California
$211K
PFBT
862
Parkside Financial Bank & Trust
Missouri
$211K
EDRH
863
Edmond de Rothschild Holding
Switzerland
$210K
SWM
864
Steinberganna Wealth Management
New York
$210K
PCS
865
Personal CFO Solutions
New Jersey
$210K
SB
866
Strategic Blueprint
Georgia
$210K
VCM
867
Versant Capital Management
Arizona
$209K
ST
868
Sageworth Trust
Pennsylvania
$209K
IWN
869
Independent Wealth Network
Iowa
$209K
WCA
870
Westover Capital Advisors
Delaware
$208K
HCMG
871
Howard Capital Management Group
California
$208K
VBA
872
von Borstel & Associates
Oregon
$207K
GS
873
GTS Securities
New York
$207K
TSS
874
Two Sigma Securities
New York
$207K
EFSCE
875
Enterprise Financial Services Corp (EFSC)
Missouri
$206K