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Broadridge

1,100 hedge funds and large institutions have $25.1B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 394 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 394

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
1,100
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 Buyers

1 +$803M
2 +$169M
3 +$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1 -$326M
2 -$154M
3 -$139M
4
Millennium Management
Millennium Management
New York
-$80.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
1001
Sunbelt Securities
Texas
$21.6K
CAL
1002
Capital Analysts LLC
Pennsylvania
$21K
WWA
1003
Wealth Watch Advisors
Colorado
$19.3K
WA
1004
WPG Advisers
Maryland
$19.1K
FMII
1005
Farmers & Merchants Investments Inc
Nebraska
$19.1K
WA
1006
Westfuller Advisors
New York
$19K
TTIC
1007
Tower Trust & Investment Company
Iowa
$18.6K
STB
1008
S&T Bank
Pennsylvania
$17.4K
GK
1009
Graney & King
New York
$16.7K
PWMG
1010
Private Wealth Management Group
New Jersey
$16.5K
CFS
1011
CGC Financial Services
Oregon
$16.4K
MIM
1012
MTM Investment Management
South Carolina
$15.7K
CPG
1013
Cornerstone Planning Group
New Jersey
$15.7K
CMP
1014
Coston McIsaac & Partners
Maine
$15K
FUBT
1015
First United Bank & Trust
Maryland
$14.3K
RA
1016
Rise Advisors
New York
$12.9K
FGA
1017
Fortis Group Advisors
New Jersey
$12.6K
VWM
1018
Valley Wealth Managers
New Jersey
$12.4K
IRC
1019
Investors Research Corp
Georgia
$12.4K
APW
1020
Aventura Private Wealth
Florida
$12.1K
WBC
1021
West Branch Capital
Massachusetts
$11.9K
AGWCA
1022
Annis Gardner Whiting Capital Advisors
Florida
$11.5K
GJIA
1023
Glass Jacobson Investment Advisors
Maryland
$10.7K
RWS
1024
Retirement Wealth Solutions
Wisconsin
$10.7K
BIA
1025
Bell Investment Advisors
California
$10.2K