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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
HI
901
Harbour Investments
Wisconsin
$132K
QC
902
Quent Capital
New York
$125K
CT
903
Clearstead Trust
Maine
$115K
TWC
904
TD Waterhouse Canada
Ontario, Canada
$114K
C
905
Covestor
United Kingdom
$112K
BC
906
Broadwater Capital
Massachusetts
$112K
SC
907
Steph & Co
Wisconsin
$110K
FAM
908
Fulcrum Asset Management
United Kingdom
$108K
CCM
909
Chilton Capital Management
Texas
$108K
CA
910
Clearstead Advisors
Ohio
$107K
Acadian Asset Management
911
Acadian Asset Management
Massachusetts
$107K
DFA
912
DHJJ Financial Advisors
Illinois
$107K
LWANC
913
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K
TCOT
914
Trust Company of Toledo
Ohio
$100K
GXJ
915
Global X Japan
Japan
$100K
AF
916
Advisornet Financial
Minnesota
$97.3K
FNWA
917
Financial Network Wealth Advisors
Utah
$96K
FCAS
918
First Command Advisory Services
Texas
$94.8K
CAL
919
Capital Advisors Ltd
Ohio
$94K
QL
920
Quarry LP
New York
$93.7K
AAG
921
Armstrong Advisory Group
Massachusetts
$92.4K
DJSG
922
D.J. St. Germain
Massachusetts
$89.9K
AA
923
Ancora Advisors
Ohio
$84.4K
TCOV
924
Trust Company of Vermont
Vermont
$83.7K
SC
925
SouthState Corp
Florida
$81K