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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
HIA
926
Harbor Investment Advisory
Maryland
$83.8K
FPB
927
First PREMIER Bank
South Dakota
$79K
SS
928
SBI Securities
Japan
$78.8K
MWPCG
929
Measured Wealth Private Client Group
New Hampshire
$77.2K
OL
930
OneFund LLC
Florida
$76K
MA
931
Montag & Associates
Georgia
$74.4K
MSWA
932
Marshall & Sterling Wealth Advisors
New York
$74.1K
HPC
933
HM Payson & Co
Maine
$73.8K
KTC
934
Kentucky Trust Company
Kentucky
$71.5K
RBC
935
Roble Belko & Company
Pennsylvania
$70K
TWC
936
TD Waterhouse Canada
Ontario, Canada
$69.7K
WB
937
Webster Bank
Connecticut
$65K
SIM
938
Sentry Investment Management
Wisconsin
$63K
TCOV
939
Trust Company of Vermont
Vermont
$60.7K
ADL
940
Asset Dedication LLC
California
$60.3K
GXJ
941
Global X Japan
Japan
$60.3K
TWD
942
True Wealth Design
Ohio
$57.4K
RFP
943
Root Financial Partners
California
$57K
BCM
944
Blume Capital Management
California
$54.5K
PC
945
Promus Capital
Illinois
$54.5K
FRA
946
Front Row Advisors
California
$53.8K
SIC
947
Salem Investment Counselors
North Carolina
$53.8K
RA
948
Ransom Advisory
Rhode Island
$53.4K
ABWM
949
Alpine Bank Wealth Management
Colorado
$52.2K
CPBTD
950
Central Pacific Bank - Trust Division
Hawaii
$51.2K