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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
RA
951
Ransom Advisory
Rhode Island
$53.4K
ABWM
952
Alpine Bank Wealth Management
Colorado
$52.2K
CPBTD
953
Central Pacific Bank - Trust Division
Hawaii
$51.2K
PSB
954
Piscataqua Savings Bank
New Hampshire
$51.2K
TC
955
Truvestments Capital
Florida
$50.9K
BGAI
956
Bruce G. Allen Investments
Colorado
$50.5K
SSG
957
Summit Securities Group
New York
$47.9K
CW
958
Curio Wealth
Maryland
$47.6K
OCM
959
Osterweis Capital Management
California
$47.4K
ACM
960
Anfield Capital Management
California
$46.7K
FWM
961
FSA Wealth Management
Massachusetts
$45.7K
BOJHT
962
Bank of Jackson Hole Trust
Wyoming
$43.6K
OP
963
ORG Partners
Indiana
$43.6K
CIA
964
Cape Investment Advisory
Georgia
$43.1K
SC
965
Steph & Co
Wisconsin
$42.6K
RIL
966
Rothschild Investment LLC
Illinois
$42.2K
HBW
967
Hazlett, Burt & Watson
West Virginia
$42K
RFG
968
REAP Financial Group
Texas
$41.5K
ST
969
Smithfield Trust
Pennsylvania
$41K
BCM
970
Boreal Capital Management
Florida
$40.7K
FFO
971
Fortitude Family Office
Arizona
$39.1K
SCA
972
Stuart Chaussee & Associates
California
$38.8K
CIAM
973
Caitong International Asset Management
Hong Kong
$38.6K
PWA
974
Principia Wealth Advisory
Texas
$38.1K
MCM
975
Manchester Capital Management
Vermont
$37.6K