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Broadridge

1,120 hedge funds and large institutions have $23.8B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 361 increasing their positions, 436 reducing their positions, and 89 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 funds holding

Funds holding:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $25.1B → $23.8B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,120
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
Corient Private Wealth
Corient Private Wealth
Florida
+$111M

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
KPWG
876
KFA Private Wealth Group
Virginia
$202K
NAM
877
NTV Asset Management
West Virginia
$201K
CFM
878
Catalyst Funds Management
Australia
$201K
SWM
879
SeaCrest Wealth Management
New York
$201K
EDRH
880
Edmond de Rothschild Holding
Switzerland
$197K
PFBT
881
Parkside Financial Bank & Trust
Missouri
$188K
BCWM
882
Bartlett & Co Wealth Management
Ohio
$180K
LS
883
Livforsakringsbolaget Skandia
Sweden
$176K
TFA
884
Toth Financial Advisory
Virginia
$172K
RCM
885
Raleigh Capital Management
North Carolina
$171K
MA
886
MCF Advisors
Kentucky
$169K
UFF
887
USA Financial Formulas
Michigan
$168K
PWAM
888
Private Wealth Asset Management
Iowa
$167K
CSP
889
Cary Street Partners
Virginia
$162K
WTC
890
WhitTier Trust Company
Nevada
$157K
SAM
891
S.A. Mason
Michigan
$145K
PCM
892
Penserra Capital Management
California
$142K
SGK
893
Steigerwald Gordon & Koch
Virginia
$139K
USB
894
Union Savings Bank
Connecticut
$138K
SOW
895
State of Wyoming
Wyoming
$137K
MB
896
MidFirst Bank
Oklahoma
$136K
DZ Bank
897
DZ Bank
Germany
$135K
KSB
898
Kennebec Savings Bank
Maine
$134K
CIAM
899
Caitong International Asset Management
Hong Kong
$133K
LFASL
900
Lugano Financial Advisors SA (LFA)
Switzerland
$133K