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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
1C
876
111 Capital
France
$207K -$783K -3,434 -79%
KWM
877
Kingsview Wealth Management
Oregon
$206K +$211K +924 New
LCOV
878
London Company of Virginia
Virginia
$206K -$27.6K -121 -12%
PFA
879
Pure Financial Advisors
California
$206K +$210K +922 New
PCG
880
Prosperity Consulting Group
Maryland
$205K +$15.1K +66 +8%
SB
881
Strategic Blueprint
Georgia
$203K +$6.39K +28 +3%
KPWG
882
KFA Private Wealth Group
Virginia
$202K
NAM
883
NTV Asset Management
West Virginia
$201K
CFM
884
Catalyst Funds Management
Australia
$201K +$205K +900 New
SWM
885
SeaCrest Wealth Management
New York
$201K -$17.1K -75 -8%
EDRH
886
Edmond de Rothschild Holding
Switzerland
$197K
PFBT
887
Parkside Financial Bank & Trust
Missouri
$188K -$10.5K -46 -5%
BCWM
888
Bartlett & Co Wealth Management
Ohio
$180K
LS
889
Livforsakringsbolaget Skandia
Sweden
$176K
TFA
890
Toth Financial Advisory
Virginia
$172K
RCM
891
Raleigh Capital Management
North Carolina
$171K -$2.05K -9 -1%
MA
892
MCF Advisors
Kentucky
$169K
UFF
893
USA Financial Formulas
Michigan
$168K -$51.3K -225 -23%
PWAM
894
Private Wealth Asset Management
Iowa
$167K -$1.37K -6 -0.8%
CSP
895
Cary Street Partners
Virginia
$162K +$18K +79 +12%
WTC
896
WhitTier Trust Company
Nevada
$157K
SAM
897
S.A. Mason
Michigan
$145K
PCM
898
Penserra Capital Management
California
$142K -$912 -4 -0.6%
SGK
899
Steigerwald Gordon & Koch
Virginia
$139K -$9.12K -40 -6%
USB
900
Union Savings Bank
Connecticut
$138K +$141K +620 New