BR icon

Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 389 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:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 389

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
1,093
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
WA
1001
Westfuller Advisors
New York
$19K
TTIC
1002
Tower Trust & Investment Company
Iowa
$18.6K
STB
1003
S&T Bank
Pennsylvania
$17.4K
GK
1004
Graney & King
New York
$16.7K
PWMG
1005
Private Wealth Management Group
New Jersey
$16.5K
CFS
1006
CGC Financial Services
Oregon
$16.4K
MIM
1007
MTM Investment Management
South Carolina
$15.7K
CPG
1008
Cornerstone Planning Group
New Jersey
$15.7K
CMP
1009
Coston McIsaac & Partners
Maine
$15K
FUBT
1010
First United Bank & Trust
Maryland
$14.3K
RA
1011
Rise Advisors
New York
$12.9K
FGA
1012
Fortis Group Advisors
New Jersey
$12.6K
VWM
1013
Valley Wealth Managers
New Jersey
$12.4K
IRC
1014
Investors Research Corp
Georgia
$12.4K
APW
1015
Aventura Private Wealth
Florida
$12.1K
WBC
1016
West Branch Capital
Massachusetts
$11.9K
AGWCA
1017
Annis Gardner Whiting Capital Advisors
Florida
$11.5K
GJIA
1018
Glass Jacobson Investment Advisors
Maryland
$10.7K
RWS
1019
Retirement Wealth Solutions
Wisconsin
$10.7K
BIA
1020
Bell Investment Advisors
California
$10.2K
AG
1021
AmeriFlex Group
Nevada
$9.53K
NSIM
1022
North Star Investment Management
Illinois
$9.29K
FFA
1023
Frazier Financial Advisors
Ohio
$9.05K
RA
1024
Rational Advisors
New York
$8.81K
CIAS
1025
CBIZ Investment Advisory Services
Ohio
$8.61K