BR icon

Broadridge

1,100 hedge funds and large institutions have $25.1B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 394 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 394

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
1,100
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 Buyers

1 +$803M
2 +$169M
3 +$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1 -$326M
2 -$154M
3 -$139M
4
Millennium Management
Millennium Management
New York
-$80.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
876
Enterprise Financial Services Corp (EFSC)
Missouri
$206K
HKIMG
877
Hutchens & Kramer Investment Management Group
Indiana
$206K
KFSC
878
Keystone Financial Services (Colorado)
Colorado
$206K
BF
879
BOK Financial
Oklahoma
$205K
SFA
880
Souders Financial Advisors
Ohio
$204K
ESB
881
Essex Savings Bank
Connecticut
$204K
PCG
882
Prosperity Consulting Group
Maryland
$203K
CAM
883
Cresset Asset Management
Illinois
$202K
EWA
884
EverSource Wealth Advisors
Alabama
$201K
LFG
885
Larson Financial Group
Missouri
$201K
QL
886
Quarry LP
New York
$198K
SCM
887
Sterling Capital Management
North Carolina
$195K
BCWM
888
Bartlett & Co Wealth Management
Ohio
$192K
LS
889
Livforsakringsbolaget Skandia
Sweden
$188K
RCM
890
Raleigh Capital Management
North Carolina
$184K
TFA
891
Toth Financial Advisory
Virginia
$183K
NMG
892
New Millennium Group
Utah
$181K
MA
893
MCF Advisors
Kentucky
$180K
PWAM
894
Private Wealth Asset Management
Iowa
$180K
WTC
895
WhitTier Trust Company
Nevada
$166K
SGK
896
Steigerwald Gordon & Koch
Virginia
$157K
SAM
897
S.A. Mason
Michigan
$155K
CSP
898
Cary Street Partners
Virginia
$155K
PCM
899
Penserra Capital Management
California
$153K
KSB
900
Kennebec Savings Bank
Maine
$143K