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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
CT
901
Clearstead Trust
Maine
$129K
CCM
902
Chilton Capital Management
Texas
$126K
UCB
903
United Community Bank
South Carolina
$123K
C
904
Covestor
United Kingdom
$123K
BC
905
Broadwater Capital
Massachusetts
$119K
FAM
906
Fulcrum Asset Management
United Kingdom
$118K
LWA
907
Lowe Wealth Advisors
Maryland
$117K
DFA
908
DHJJ Financial Advisors
Illinois
$114K
HI
909
Harbour Investments
Wisconsin
$113K
GWP
910
Gen-Wealth Partners
Michigan
$110K
TCOT
911
Trust Company of Toledo
Ohio
$107K
CCA
912
Catalyst Capital Advisors
New York
$103K
FNWA
913
Financial Network Wealth Advisors
Utah
$102K
CA
914
Clearstead Advisors
Ohio
$101K
FCAS
915
First Command Advisory Services
Texas
$101K
AF
916
Advisornet Financial
Minnesota
$101K
CAL
917
Capital Advisors Ltd
Ohio
$100K
AAG
918
Armstrong Advisory Group
Massachusetts
$98.6K
DJSG
919
D.J. St. Germain
Massachusetts
$96K
AAS
920
Ameritas Advisory Services
Nebraska
$89K
BSB
921
Bangor Savings Bank
Maine
$86.7K
PMFA
922
Plante Moran Financial Advisors
Michigan
$86.1K
CH
923
Cromwell Holdings
Wyoming
$86.1K
SC
924
SouthState Corp
Florida
$86K
PB
925
Pinnacle Bancorp
Nebraska
$84.3K