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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
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$45.1M +$86.9K +381 +0.2%
SG Americas Securities
77
SG Americas Securities
New York
$45M +$37.9M +166,212 +467%
National Pension Service
78
National Pension Service
South Korea
$41.1M +$2.18M +9,578 +5%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$41M +$5.37M +23,557 +15%
BEI
80
Benjamin Edwards Inc
Missouri
$39.1M -$477K -2,092 -1%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$37.6M +$20.4M +89,615 +114%
ACA
82
Anchor Capital Advisors
Massachusetts
$37M -$416K -1,822 -1%
JG
83
Jain Global
New York
$34.6M +$35.4M +155,182 New
TIA
84
Tandem Investment Advisors
South Carolina
$33.8M +$34.6M +151,579 New
AV
85
ASR Vermogensbeheer
Netherlands
$33.6M +$2.96M +12,966 +9%
Aberdeen Group
86
Aberdeen Group
United Kingdom
$32.1M +$1.18M +5,166 +4%
BMSSC
87
B. Metzler seel. Sohn & Co
Germany
$31.9M -$10.2M -44,620 -24%
ZIM
88
Zacks Investment Management
Illinois
$31M -$397K -1,739 -1%
Man Group
89
Man Group
United Kingdom
$29.8M +$5.51M +24,172 +22%
Public Employees Retirement Association of Colorado
90
Public Employees Retirement Association of Colorado
Colorado
$29.4M
Natixis Advisors
91
Natixis Advisors
Massachusetts
$28.1M -$512K -2,247 -2%
ACA
92
Aptus Capital Advisors
Alabama
$27.9M +$2.41M +10,578 +9%
CFG
93
Citizens Financial Group
Rhode Island
$26.8M +$38.1K +167 +0.1%
Victory Capital Management
94
Victory Capital Management
Texas
$26.1M +$1.38M +6,035 +5%
QCM
95
Quantinno Capital Management
New York
$26M +$1.24M +5,451 +5%
Royal London Asset Management
96
Royal London Asset Management
United Kingdom
$25M -$104K -455 -0.4%
Osaic Holdings
97
Osaic Holdings
Arizona
$24.9M +$625K +2,741 +3%
BST
98
Bath Savings Trust
Maine
$24.8M -$173K -759 -0.7%
Canada Life
99
Canada Life
Manitoba, Canada
$24.6M -$8.95M -39,226 -26%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$24M +$942K +4,129 +4%