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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
OAJ
976
Ogorek Anthony Joseph
New York
$37K
TFIPS
977
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.9K
HWM
978
Hemington Wealth Management
Virginia
$36K
EPW
979
Evergreen Private Wealth
Colorado
$33.6K
SL
980
Salomon & Ludwin
Virginia
$32.9K
CFO
981
CVA Family Office
Colorado
$32.2K
CA
982
Crewe Advisors
Utah
$31.9K
CA
983
CoreCap Advisors
Michigan
$31K
JWA
984
JFS Wealth Advisors
Pennsylvania
$30.5K
MDA
985
Minot DeBlois Advisors
Massachusetts
$29.8K
BWL
986
Bogart Wealth LLC
Virginia
$29.3K
GA
987
Guerra Advisors
Florida
$28.6K
VWA
988
Valued Wealth Advisors
Utah
$28K
GLF
989
Groupe la Francaise
France
$27.4K
TFA
990
Transamerica Financial Advisors
Florida
$27.3K
CI
991
Clal Insurance
Israel
$27K
MWM
992
Mascoma Wealth Management
New Hampshire
$26.4K
OC
993
Oakworth Capital
Alabama
$26K
FHC
994
First Horizon Corporation
Tennessee
$25.2K
WWM
995
Wolff Wiese Magana
California
$23.8K
RCM
996
Richardson Capital Management
Wisconsin
$23.8K
FWA
997
Flagship Wealth Advisors
Massachusetts
$23.8K
API
998
Asset Planning Inc
California
$23.6K
CSB
999
City State Bank
Iowa
$22.9K
CT
1000
Caldwell Trust
Florida
$22.1K