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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
MSWA
951
Marshall & Sterling Wealth Advisors
New York
$58.7K -$10.9K -48 -15%
WB
952
Webster Bank
Connecticut
$57.6K -$3.42K -15 -5%
RFP
953
Root Financial Partners
California
$57.3K +$4.11K +18 +8%
ADL
954
Asset Dedication LLC
California
$56.5K
BSB
955
Bangor Savings Bank
Maine
$55.8K -$26K -114 -31%
VCM
956
Versant Capital Management
Arizona
$52.7K -$147K -643 -73%
NL
957
NorthAvenue LLC
Ohio
$51.1K +$52.2K +229 New
FRA
958
Front Row Advisors
California
$50.4K
RA
959
Ransom Advisory
Rhode Island
$50K
RIL
960
Rothschild Investment LLC
Illinois
$49.2K +$10K +44 +25%
CPBTD
961
Central Pacific Bank - Trust Division
Hawaii
$48K
PSB
962
Piscataqua Savings Bank
New Hampshire
$48K
TC
963
Truvestments Capital
Florida
$47.7K
CW
964
Curio Wealth
Maryland
$45.7K
RFG
965
REAP Financial Group
Texas
$45.2K +$6.61K +29 +17%
BGAI
966
Bruce G. Allen Investments
Colorado
$45.1K -$2.28K -10 -5%
OCM
967
Osterweis Capital Management
California
$44.4K
ACM
968
Anfield Capital Management
California
$43.7K
OP
969
ORG Partners
Indiana
$41.9K +$1.14K +5 +3%
CIA
970
Cape Investment Advisory
Georgia
$41.3K +$912 +4 +2%
HBW
971
Hazlett, Burt & Watson
West Virginia
$39K
LWM
972
Lodestone Wealth Management
Washington
$38.8K +$39.7K +174 New
SSG
973
Summit Securities Group
New York
$38.6K -$6.39K -28 -14%
BCM
974
Boreal Capital Management
Florida
$38.1K
ST
975
Smithfield Trust
Pennsylvania
$38K