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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
SOW
901
State of Wyoming
Wyoming
$137K -$279K -1,225 -67%
MB
902
MidFirst Bank
Oklahoma
$136K +$139K +608 New
DZ Bank
903
DZ Bank
Germany
$135K +$138K +605 New
KSB
904
Kennebec Savings Bank
Maine
$134K
CIAM
905
Caitong International Asset Management
Hong Kong
$133K +$99K +434 +268%
LFASL
906
Lugano Financial Advisors SA (LFA)
Switzerland
$133K +$135K +594 New
HI
907
Harbour Investments
Wisconsin
$132K +$26.2K +115 +24%
QC
908
Quent Capital
New York
$125K +$2.51K +11 +2%
BWA
909
Basecamp Wealth Advisors
Washington
$122K +$125K +547 New
CT
910
Clearstead Trust
Maine
$115K -$5.47K -24 -4%
TWC
911
TD Waterhouse Canada
Ontario, Canada
$114K +$49.3K +216 +73%
C
912
Covestor
United Kingdom
$112K -$3.65K -16 -3%
BC
913
Broadwater Capital
Massachusetts
$112K
SC
914
Steph & Co
Wisconsin
$110K +$72.1K +316 +177%
FAM
915
Fulcrum Asset Management
United Kingdom
$108K -$3.19K -14 -3%
CCM
916
Chilton Capital Management
Texas
$108K -$10.7K -47 -9%
CA
917
Clearstead Advisors
Ohio
$107K +$12.8K +56 +13%
Acadian Asset Management
918
Acadian Asset Management
Massachusetts
$107K -$316K -1,386 -74%
DFA
919
DHJJ Financial Advisors
Illinois
$107K
LWANC
920
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K +$104K +458 New
TCOT
921
Trust Company of Toledo
Ohio
$100K
GXJ
922
Global X Japan
Japan
$100K +$44.9K +197 +78%
AF
923
Advisornet Financial
Minnesota
$97.3K +$2.96K +13 +3%
FNWA
924
Financial Network Wealth Advisors
Utah
$96K +$684 +3 +0.7%
FCAS
925
First Command Advisory Services
Texas
$94.8K