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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 389 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 389

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
1,093
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 Sellers

1 -$312M
2 -$147M
3 -$133M
4
Millennium Management
Millennium Management
New York
-$76.6M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
976
CVA Family Office
Colorado
$32.2K
CA
977
Crewe Advisors
Utah
$31.9K
CA
978
CoreCap Advisors
Michigan
$31K
JWA
979
JFS Wealth Advisors
Pennsylvania
$30.5K
MDA
980
Minot DeBlois Advisors
Massachusetts
$29.8K
BWL
981
Bogart Wealth LLC
Virginia
$29.3K
GA
982
Guerra Advisors
Florida
$28.6K
VWA
983
Valued Wealth Advisors
Utah
$28K
GLF
984
Groupe la Francaise
France
$27.4K
TFA
985
Transamerica Financial Advisors
Florida
$27.3K
CI
986
Clal Insurance
Israel
$27K
MWM
987
Mascoma Wealth Management
New Hampshire
$26.4K
OC
988
Oakworth Capital
Alabama
$26K
FHC
989
First Horizon Corporation
Tennessee
$25.2K
WWM
990
Wolff Wiese Magana
California
$23.8K
RCM
991
Richardson Capital Management
Wisconsin
$23.8K
FWA
992
Flagship Wealth Advisors
Massachusetts
$23.8K
API
993
Asset Planning Inc
California
$23.6K
CSB
994
City State Bank
Iowa
$22.9K
CT
995
Caldwell Trust
Florida
$22.1K
SS
996
Sunbelt Securities
Texas
$21.6K
CAL
997
Capital Analysts LLC
Pennsylvania
$21K
WWA
998
Wealth Watch Advisors
Colorado
$19.3K
WA
999
WPG Advisers
Maryland
$19.1K
FMII
1000
Farmers & Merchants Investments Inc
Nebraska
$19.1K