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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
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
ACM
951
Anfield Capital Management
California
$46.7K
FWM
952
FSA Wealth Management
Massachusetts
$45.7K
BOJHT
953
Bank of Jackson Hole Trust
Wyoming
$43.6K
OP
954
ORG Partners
Indiana
$43.6K
SC
955
Steph & Co
Wisconsin
$42.6K
RIL
956
Rothschild Investment LLC
Illinois
$42.2K
HBW
957
Hazlett, Burt & Watson
West Virginia
$42K
RFG
958
REAP Financial Group
Texas
$41.5K
ST
959
Smithfield Trust
Pennsylvania
$41K
FFO
960
Fortitude Family Office
Arizona
$39.1K
SCA
961
Stuart Chaussee & Associates
California
$38.8K
CIAM
962
Caitong International Asset Management
Hong Kong
$38.6K
MCM
963
Manchester Capital Management
Vermont
$37.6K
OAJ
964
Ogorek Anthony Joseph
New York
$37K
TFIPS
965
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.9K
HWM
966
Hemington Wealth Management
Virginia
$36K
EPW
967
Evergreen Private Wealth
Colorado
$33.6K
SL
968
Salomon & Ludwin
Virginia
$32.9K
CFO
969
CVA Family Office
Colorado
$32.2K
CA
970
Crewe Advisors
Utah
$31.9K
CA
971
CoreCap Advisors
Michigan
$31K
JWA
972
JFS Wealth Advisors
Pennsylvania
$30.5K
MDA
973
Minot DeBlois Advisors
Massachusetts
$29.8K
BWL
974
Bogart Wealth LLC
Virginia
$29.3K
GA
975
Guerra Advisors
Florida
$28.6K