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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
SC
926
SouthState Corp
Florida
$86K
PB
927
Pinnacle Bancorp
Nebraska
$84.3K
HIA
928
Harbor Investment Advisory
Maryland
$83.8K
FPB
929
First PREMIER Bank
South Dakota
$79K
SS
930
SBI Securities
Japan
$78.8K
MWPCG
931
Measured Wealth Private Client Group
New Hampshire
$77.2K
OL
932
OneFund LLC
Florida
$76K
MA
933
Montag & Associates
Georgia
$74.4K
MSWA
934
Marshall & Sterling Wealth Advisors
New York
$74.1K
HPC
935
HM Payson & Co
Maine
$73.8K
KTC
936
Kentucky Trust Company
Kentucky
$71.5K
MCM
937
MV Capital Management
Maryland
$70K
RBC
938
Roble Belko & Company
Pennsylvania
$70K
TWC
939
TD Waterhouse Canada
Ontario, Canada
$69.7K
WB
940
Webster Bank
Connecticut
$65K
SIM
941
Sentry Investment Management
Wisconsin
$63K
TCOV
942
Trust Company of Vermont
Vermont
$60.7K
ADL
943
Asset Dedication LLC
California
$60.3K
GXJ
944
Global X Japan
Japan
$60.3K
TWD
945
True Wealth Design
Ohio
$57.4K
RFP
946
Root Financial Partners
California
$57K
BCM
947
Blume Capital Management
California
$54.5K
PC
948
Promus Capital
Illinois
$54.5K
SIC
949
Salem Investment Counselors
North Carolina
$53.8K
FRA
950
Front Row Advisors
California
$53.8K