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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
CI
976
Clal Insurance
Israel
$26K
GLF
977
Groupe la Francaise
France
$25.7K
SAG
978
SageView Advisory Group
California
$24.8K
MWM
979
Mascoma Wealth Management
New Hampshire
$24.8K
OC
980
Oakworth Capital
Alabama
$24.3K
FHC
981
First Horizon Corporation
Tennessee
$23.7K
CA
982
CoreCap Advisors
Michigan
$23.2K
CSB
983
City State Bank
Iowa
$22.8K
RCM
984
Richardson Capital Management
Wisconsin
$22.3K
WWM
985
Wolff Wiese Magana
California
$22.3K
FWA
986
Flagship Wealth Advisors
Massachusetts
$22.3K
BOTPPF
987
Board of the Pension Protection Fund
United Kingdom
$22.3K
DT
988
DV Trading
Illinois
$22.3K
API
989
Asset Planning Inc
California
$22.1K
CT
990
Caldwell Trust
Florida
$20.8K
SS
991
Sunbelt Securities
Texas
$20.3K
CAL
992
Capital Analysts LLC
Pennsylvania
$20K
FMII
993
Farmers & Merchants Investments Inc
Nebraska
$18.3K
EWP
994
Elevation Wealth Partners
California
$17.9K
KFAS
995
Keating Financial Advisory Services
Kansas
$17.9K
WWA
996
Wealth Watch Advisors
Colorado
$17.4K
TTIC
997
Tower Trust & Investment Company
Iowa
$17.4K
MFP
998
Meramec Financial Planners
Missouri
$17.1K
STB
999
S&T Bank
Pennsylvania
$16.3K
GK
1000
Graney & King
New York
$15.6K