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Broadridge

1,108 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, 433 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: 433

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,108
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
SG Americas Securities
76
SG Americas Securities
New York
$45M
National Pension Service
77
National Pension Service
South Korea
$41.1M
Russell Investments Group
78
Russell Investments Group
United Kingdom
$41M
BEI
79
Benjamin Edwards Inc
Missouri
$39.1M
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$37.6M
ACA
81
Anchor Capital Advisors
Massachusetts
$37M
JG
82
Jain Global
New York
$34.6M
TIA
83
Tandem Investment Advisors
South Carolina
$33.8M
AV
84
ASR Vermogensbeheer
Netherlands
$33.6M
Aberdeen Group
85
Aberdeen Group
United Kingdom
$32.1M
BMSSC
86
B. Metzler seel. Sohn & Co
Germany
$31.9M
ZIM
87
Zacks Investment Management
Illinois
$31M
Man Group
88
Man Group
United Kingdom
$29.8M
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$29.4M
Natixis Advisors
90
Natixis Advisors
Massachusetts
$28.1M
ACA
91
Aptus Capital Advisors
Alabama
$27.9M
CFG
92
Citizens Financial Group
Rhode Island
$26.8M
Victory Capital Management
93
Victory Capital Management
Texas
$26.1M
QCM
94
Quantinno Capital Management
New York
$26M
Royal London Asset Management
95
Royal London Asset Management
United Kingdom
$25M
Osaic Holdings
96
Osaic Holdings
Arizona
$24.9M
BST
97
Bath Savings Trust
Maine
$24.8M
Canada Life
98
Canada Life
Manitoba, Canada
$24.6M
Fidelity Investments
99
Fidelity Investments
Massachusetts
$24M
Universal-Beteiligungs- und Servicegesellschaft
100
Universal-Beteiligungs- und Servicegesellschaft
Germany
$23.3M