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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 reducing their positions, and 90 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 → $23.7B (-$1.37B)

17% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
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
Citadel Advisors
Citadel Advisors
Florida
+$97.9M

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
GWSG
926
GPS Wealth Strategies Group
Colorado
$75K
UCB
927
United Community Bank
South Carolina
$74.5K
FPB
928
First PREMIER Bank
South Dakota
$74K
MWPCG
929
Measured Wealth Private Client Group
New Hampshire
$72.3K
SS
930
SBI Securities
Japan
$69.4K
HPC
931
HM Payson & Co
Maine
$69.2K
MA
932
Montag & Associates
Georgia
$67.2K
KTC
933
Kentucky Trust Company
Kentucky
$67K
IIM
934
Intact Investment Management
Quebec, Canada
$67K
MCM
935
MV Capital Management
Maryland
$66.3K
RBC
936
Roble Belko & Company
Pennsylvania
$66K
BOJHT
937
Bank of Jackson Hole Trust
Wyoming
$61.4K
SIM
938
Sentry Investment Management
Wisconsin
$59K
MSWA
939
Marshall & Sterling Wealth Advisors
New York
$58.7K
WB
940
Webster Bank
Connecticut
$57.6K
RFP
941
Root Financial Partners
California
$57.3K
ADL
942
Asset Dedication LLC
California
$56.5K
BSB
943
Bangor Savings Bank
Maine
$55.8K
VCM
944
Versant Capital Management
Arizona
$52.7K
FRA
945
Front Row Advisors
California
$50.4K
RA
946
Ransom Advisory
Rhode Island
$50K
RIL
947
Rothschild Investment LLC
Illinois
$49.2K
CPBTD
948
Central Pacific Bank - Trust Division
Hawaii
$48K
PSB
949
Piscataqua Savings Bank
New Hampshire
$48K
TC
950
Truvestments Capital
Florida
$47.7K