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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
PEAK6
901
PEAK6
Illinois
$137K
QC
902
Quent Capital
New York
$131K
CT
903
Clearstead Trust
Maine
$129K
CCM
904
Chilton Capital Management
Texas
$126K
UCB
905
United Community Bank
South Carolina
$123K
C
906
Covestor
United Kingdom
$123K
BC
907
Broadwater Capital
Massachusetts
$119K
FAM
908
Fulcrum Asset Management
United Kingdom
$118K
LWA
909
Lowe Wealth Advisors
Maryland
$117K
DFA
910
DHJJ Financial Advisors
Illinois
$114K
HI
911
Harbour Investments
Wisconsin
$113K
GWP
912
Gen-Wealth Partners
Michigan
$110K
TCOT
913
Trust Company of Toledo
Ohio
$107K
CCA
914
Catalyst Capital Advisors
New York
$103K
FNWA
915
Financial Network Wealth Advisors
Utah
$102K
CA
916
Clearstead Advisors
Ohio
$101K
FCAS
917
First Command Advisory Services
Texas
$101K
AF
918
Advisornet Financial
Minnesota
$101K
CAL
919
Capital Advisors Ltd
Ohio
$100K
AAG
920
Armstrong Advisory Group
Massachusetts
$98.6K
DJSG
921
D.J. St. Germain
Massachusetts
$96K
AAS
922
Ameritas Advisory Services
Nebraska
$89K
BSB
923
Bangor Savings Bank
Maine
$86.7K
PMFA
924
Plante Moran Financial Advisors
Michigan
$86.1K
CH
925
Cromwell Holdings
Wyoming
$86.1K