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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
CAL
926
Capital Advisors Ltd
Ohio
$94K
QL
927
Quarry LP
New York
$93.7K -$93.7K -411 -49%
AAG
928
Armstrong Advisory Group
Massachusetts
$92.4K
DJSG
929
D.J. St. Germain
Massachusetts
$89.9K
AA
930
Ancora Advisors
Ohio
$84.4K +$86K +377 +37,700%
TCOV
931
Trust Company of Vermont
Vermont
$83.7K +$27.4K +120 +47%
SC
932
SouthState Corp
Florida
$81K +$456 +2 +0.6%
PMFA
933
Plante Moran Financial Advisors
Michigan
$80.7K
CH
934
Cromwell Holdings
Wyoming
$80K -$684 -3 -0.8%
HIA
935
Harbor Investment Advisory
Maryland
$79.2K +$684 +3 +0.9%
PB
936
Pinnacle Bancorp
Nebraska
$79K
OL
937
OneFund LLC
Florida
$75.7K +$4.56K +20 +6%
GWSG
938
GPS Wealth Strategies Group
Colorado
$75K -$211K -925 -73%
UCB
939
United Community Bank
South Carolina
$74.5K -$42K -184 -36%
FPB
940
First PREMIER Bank
South Dakota
$74K
MWPCG
941
Measured Wealth Private Client Group
New Hampshire
$72.3K
SS
942
SBI Securities
Japan
$69.4K -$4.56K -20 -6%
HPC
943
HM Payson & Co
Maine
$69.2K
MA
944
Montag & Associates
Georgia
$67.2K -$2.51K -11 -4%
KTC
945
Kentucky Trust Company
Kentucky
$67K
IIM
946
Intact Investment Management
Quebec, Canada
$67K +$68.4K +300 New
MCM
947
MV Capital Management
Maryland
$66.3K +$684 +3 +1%
RBC
948
Roble Belko & Company
Pennsylvania
$66K
BOJHT
949
Bank of Jackson Hole Trust
Wyoming
$61.4K +$21K +92 +50%
SIM
950
Sentry Investment Management
Wisconsin
$59K