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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
FWA
1001
Flagship Wealth Advisors
Massachusetts
$22.3K
RCM
1002
Richardson Capital Management
Wisconsin
$22.3K
WWM
1003
Wolff Wiese Magana
California
$22.3K
BOTPPF
1004
Board of the Pension Protection Fund
United Kingdom
$22.3K +$22.8K +100 New
DT
1005
DV Trading
Illinois
$22.3K +$22.8K +100 New
API
1006
Asset Planning Inc
California
$22.1K
CT
1007
Caldwell Trust
Florida
$20.8K
SS
1008
Sunbelt Securities
Texas
$20.3K
CAL
1009
Capital Analysts LLC
Pennsylvania
$20K
EP
1010
Essential Partners
California
$18.3K
FMII
1011
Farmers & Merchants Investments Inc
Nebraska
$18.3K +$456 +2 +3%
EWP
1012
Elevation Wealth Partners
California
$17.9K +$14.1K +62 +344%
KFAS
1013
Keating Financial Advisory Services
Kansas
$17.9K +$18.2K +80 New
WWA
1014
Wealth Watch Advisors
Colorado
$17.4K -$684 -3 -4%
TTIC
1015
Tower Trust & Investment Company
Iowa
$17.4K
MFP
1016
Meramec Financial Planners
Missouri
$17.1K +$21.4K +94 New
STB
1017
S&T Bank
Pennsylvania
$16.3K
GK
1018
Graney & King
New York
$15.6K
PWMG
1019
Private Wealth Management Group
New Jersey
$15.5K
CFS
1020
CGC Financial Services
Oregon
$15.4K
MAM
1021
Meeder Asset Management
Ohio
$15.4K +$11.2K +49 +245%
TWD
1022
True Wealth Design
Ohio
$14.7K -$39.9K -175 -73%
MIM
1023
MTM Investment Management
South Carolina
$14.7K
CPG
1024
Cornerstone Planning Group
New Jersey
$14.6K
WA
1025
Westfuller Advisors
New York
$14.1K -$3.88K -17 -21%