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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 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 funds holding

Funds holding:

more ownership

Funds ownership:

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: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
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
MFP
1001
Meramec Financial Planners
Missouri
$17.1K
STB
1002
S&T Bank
Pennsylvania
$16.3K
GK
1003
Graney & King
New York
$15.6K
PWMG
1004
Private Wealth Management Group
New Jersey
$15.5K
CFS
1005
CGC Financial Services
Oregon
$15.4K
MAM
1006
Meeder Asset Management
Ohio
$15.4K
TWD
1007
True Wealth Design
Ohio
$14.7K
MIM
1008
MTM Investment Management
South Carolina
$14.7K
CPG
1009
Cornerstone Planning Group
New Jersey
$14.6K
WA
1010
Westfuller Advisors
New York
$14.1K
ECA
1011
Elevated Capital Advisors
Utah
$14K
CMP
1012
Coston McIsaac & Partners
Maine
$14K
EW
1013
Elyxium Wealth
California
$13.8K
NMG
1014
New Millennium Group
Utah
$13.5K
NSIM
1015
North Star Investment Management
Illinois
$12.3K
FGA
1016
Fortis Group Advisors
New Jersey
$11.8K
VWM
1017
Valley Wealth Managers
New Jersey
$11.6K
IRC
1018
Investors Research Corp
Georgia
$11.6K
TFA
1019
Transamerica Financial Advisors
Florida
$11.5K
APW
1020
Aventura Private Wealth
Florida
$11.4K
SR
1021
Swiss Re
Switzerland
$11.4K
WBC
1022
West Branch Capital
Massachusetts
$11.2K
AG
1023
AmeriFlex Group
Nevada
$11.2K
RWS
1024
Retirement Wealth Solutions
Wisconsin
$10.1K
GJIA
1025
Glass Jacobson Investment Advisors
Maryland
$10K