We are live on ! Find out more
BR icon

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
DE
976
DV Equities
Illinois
$36.6K +$37.4K +164 New
FFO
977
Fortitude Family Office
Arizona
$35.9K -$684 -3 -2%
TFIPS
978
Towarzystwo Funduszy Inwestycyjnych PZU SA
$34.6K
OAJ
979
Ogorek Anthony Joseph
New York
$34K -$228 -1 -0.6%
JWA
980
JFS Wealth Advisors
Pennsylvania
$33.9K +$5.47K +24 +19%
SL
981
Salomon & Ludwin
Virginia
$32.8K +$1.6K +7 +5%
MCM
982
Manchester Capital Management
Vermont
$32.1K -$3.19K -14 -9%
WA
983
WPG Advisers
Maryland
$31.7K +$14.1K +62 +78%
BF
984
BOK Financial
Oklahoma
$29.9K -$166K -726 -84%
BWL
985
Bogart Wealth LLC
Virginia
$28.3K +$912 +4 +3%
MDA
986
Minot DeBlois Advisors
Massachusetts
$27.9K
PB
987
Prosperity Bancshares
Texas
$27.7K +$28.3K +124 New
CA
988
Crewe Advisors
Utah
$26.8K -$3.19K -14 -10%
CFO
989
CVA Family Office
Colorado
$26.8K -$3.42K -15 -11%
NRG
990
Nemes Rush Group
Michigan
$26.6K +$27.1K +119 New
VWA
991
Valued Wealth Advisors
Utah
$26.2K
CI
992
Clal Insurance
Israel
$26K +$1.14K +5 +4%
GLF
993
Groupe la Francaise
France
$25.7K
RAM
994
Reflection Asset Management
South Carolina
$25K +$25.5K +112 New
SAG
995
SageView Advisory Group
California
$24.8K +$25.3K +111 New
MWM
996
Mascoma Wealth Management
New Hampshire
$24.8K
OC
997
Oakworth Capital
Alabama
$24.3K
FHC
998
First Horizon Corporation
Tennessee
$23.7K
CA
999
CoreCap Advisors
Michigan
$23.2K -$5.93K -26 -20%
CSB
1000
City State Bank
Iowa
$22.8K +$1.37K +6 +6%