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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
HKIMG
876
Hutchens & Kramer Investment Management Group
Indiana
$206K
KFSC
877
Keystone Financial Services (Colorado)
Colorado
$206K
BF
878
BOK Financial
Oklahoma
$205K
SFA
879
Souders Financial Advisors
Ohio
$204K
ESB
880
Essex Savings Bank
Connecticut
$204K
PCG
881
Prosperity Consulting Group
Maryland
$203K
EWA
882
EverSource Wealth Advisors
Alabama
$201K
LFG
883
Larson Financial Group
Missouri
$201K
QL
884
Quarry LP
New York
$198K
SCM
885
Sterling Capital Management
North Carolina
$195K
BCWM
886
Bartlett & Co Wealth Management
Ohio
$192K
LS
887
Livforsakringsbolaget Skandia
Sweden
$188K
RCM
888
Raleigh Capital Management
North Carolina
$184K
TFA
889
Toth Financial Advisory
Virginia
$183K
NMG
890
New Millennium Group
Utah
$181K
MA
891
MCF Advisors
Kentucky
$180K
PWAM
892
Private Wealth Asset Management
Iowa
$180K
WTC
893
WhitTier Trust Company
Nevada
$166K
SGK
894
Steigerwald Gordon & Koch
Virginia
$157K
SAM
895
S.A. Mason
Michigan
$155K
CSP
896
Cary Street Partners
Virginia
$155K
PCM
897
Penserra Capital Management
California
$153K
KSB
898
Kennebec Savings Bank
Maine
$143K
PEAK6
899
PEAK6
Illinois
$137K
QC
900
Quent Capital
New York
$131K