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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
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
CPG
1001
Cornerstone Planning Group
New Jersey
$15.7K
CMP
1002
Coston McIsaac & Partners
Maine
$15K
FUBT
1003
First United Bank & Trust
Maryland
$14.3K
RA
1004
Rise Advisors
New York
$12.9K
FGA
1005
Fortis Group Advisors
New Jersey
$12.6K
VWM
1006
Valley Wealth Managers
New Jersey
$12.4K
IRC
1007
Investors Research Corp
Georgia
$12.4K
WBC
1008
West Branch Capital
Massachusetts
$11.9K
AGWCA
1009
Annis Gardner Whiting Capital Advisors
Florida
$11.5K
GJIA
1010
Glass Jacobson Investment Advisors
Maryland
$10.7K
RWS
1011
Retirement Wealth Solutions
Wisconsin
$10.7K
BIA
1012
Bell Investment Advisors
California
$10.2K
AG
1013
AmeriFlex Group
Nevada
$9.53K
NSIM
1014
North Star Investment Management
Illinois
$9.29K
FFA
1015
Frazier Financial Advisors
Ohio
$9.05K
RA
1016
Rational Advisors
New York
$8.81K
CIAS
1017
CBIZ Investment Advisory Services
Ohio
$8.61K
CFD
1018
Creative Financial Designs
Indiana
$8.57K
JWM
1019
JPL Wealth Management
Colorado
$8.34K
HFS
1020
Horizon Financial Services
North Carolina
$7.62K
AT
1021
Arlington Trust
Alabama
$7.14K
BFS
1022
Bare Financial Services
Pennsylvania
$6.91K
DI
1023
DAGCO Inc
Ohio
$6.91K
S
1024
Sachetta
Massachusetts
$6.67K
AW
1025
Avion Wealth
Texas
$6K