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Broadridge

1,109 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 122 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 ownership

Funds ownership:

more funds holding

Funds holding:

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
1,109
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
BGAI
951
Bruce G. Allen Investments
Colorado
$45.1K
OCM
952
Osterweis Capital Management
California
$44.4K
ACM
953
Anfield Capital Management
California
$43.7K
OP
954
ORG Partners
Indiana
$41.9K
CIA
955
Cape Investment Advisory
Georgia
$41.3K
HBW
956
Hazlett, Burt & Watson
West Virginia
$39K
LWM
957
Lodestone Wealth Management
Washington
$38.8K
SSG
958
Summit Securities Group
New York
$38.6K
BCM
959
Boreal Capital Management
Florida
$38.1K
ST
960
Smithfield Trust
Pennsylvania
$38K
DE
961
DV Equities
Illinois
$36.6K
FFO
962
Fortitude Family Office
Arizona
$35.9K
TFIPS
963
Towarzystwo Funduszy Inwestycyjnych PZU SA
$34.6K
OAJ
964
Ogorek Anthony Joseph
New York
$34K
JWA
965
JFS Wealth Advisors
Pennsylvania
$33.9K
SL
966
Salomon & Ludwin
Virginia
$32.8K
MCM
967
Manchester Capital Management
Vermont
$32.1K
WA
968
WPG Advisers
Maryland
$31.7K
BF
969
BOK Financial
Oklahoma
$29.9K
BWL
970
Bogart Wealth LLC
Virginia
$28.3K
MDA
971
Minot DeBlois Advisors
Massachusetts
$27.9K
PB
972
Prosperity Bancshares
Texas
$27.7K
CA
973
Crewe Advisors
Utah
$26.8K
CFO
974
CVA Family Office
Colorado
$26.8K
NRG
975
Nemes Rush Group
Michigan
$26.6K