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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
CW
951
Curio Wealth
Maryland
$45.7K
RFG
952
REAP Financial Group
Texas
$45.2K
BGAI
953
Bruce G. Allen Investments
Colorado
$45.1K
OCM
954
Osterweis Capital Management
California
$44.4K
ACM
955
Anfield Capital Management
California
$43.7K
OP
956
ORG Partners
Indiana
$41.9K
CIA
957
Cape Investment Advisory
Georgia
$41.3K
HBW
958
Hazlett, Burt & Watson
West Virginia
$39K
LWM
959
Lodestone Wealth Management
Washington
$38.8K
SSG
960
Summit Securities Group
New York
$38.6K
BCM
961
Boreal Capital Management
Florida
$38.1K
ST
962
Smithfield Trust
Pennsylvania
$38K
DE
963
DV Equities
Illinois
$36.6K
FFO
964
Fortitude Family Office
Arizona
$35.9K
TFIPS
965
Towarzystwo Funduszy Inwestycyjnych PZU SA
$34.6K
OAJ
966
Ogorek Anthony Joseph
New York
$34K
JWA
967
JFS Wealth Advisors
Pennsylvania
$33.9K
SL
968
Salomon & Ludwin
Virginia
$32.8K
MCM
969
Manchester Capital Management
Vermont
$32.1K
WA
970
WPG Advisers
Maryland
$31.7K
BF
971
BOK Financial
Oklahoma
$29.9K
BWL
972
Bogart Wealth LLC
Virginia
$28.3K
MDA
973
Minot DeBlois Advisors
Massachusetts
$27.9K
PB
974
Prosperity Bancshares
Texas
$27.7K
CA
975
Crewe Advisors
Utah
$26.8K