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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
PWMG
1001
Private Wealth Management Group
New Jersey
$15.5K
CFS
1002
CGC Financial Services
Oregon
$15.4K
MAM
1003
Meeder Asset Management
Ohio
$15.4K
TWD
1004
True Wealth Design
Ohio
$14.7K
MIM
1005
MTM Investment Management
South Carolina
$14.7K
CPG
1006
Cornerstone Planning Group
New Jersey
$14.6K
WA
1007
Westfuller Advisors
New York
$14.1K
ECA
1008
Elevated Capital Advisors
Utah
$14K
CMP
1009
Coston McIsaac & Partners
Maine
$14K
EW
1010
Elyxium Wealth
California
$13.8K
NMG
1011
New Millennium Group
Utah
$13.5K
NSIM
1012
North Star Investment Management
Illinois
$12.3K
FGA
1013
Fortis Group Advisors
New Jersey
$11.8K
VWM
1014
Valley Wealth Managers
New Jersey
$11.6K
IRC
1015
Investors Research Corp
Georgia
$11.6K
TFA
1016
Transamerica Financial Advisors
Florida
$11.5K
APW
1017
Aventura Private Wealth
Florida
$11.4K
SR
1018
Swiss Re
Switzerland
$11.4K
WBC
1019
West Branch Capital
Massachusetts
$11.2K
AG
1020
AmeriFlex Group
Nevada
$11.2K
RWS
1021
Retirement Wealth Solutions
Wisconsin
$10.1K
GJIA
1022
Glass Jacobson Investment Advisors
Maryland
$10K
AFC
1023
Ares Financial Consulting
California
$10K
AGWCA
1024
Annis Gardner Whiting Capital Advisors
Florida
$9.85K
AIS
1025
Advocate Investing Services
Maryland
$9.15K