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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 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 funds holding

Funds holding:

more ownership

Funds ownership:

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: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
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
AFC
1026
Ares Financial Consulting
California
$10K
AGWCA
1027
Annis Gardner Whiting Capital Advisors
Florida
$9.85K
AIS
1028
Advocate Investing Services
Maryland
$9.15K
SFG
1029
Strive Financial Group
Indiana
$8.93K
RA
1030
Rational Advisors
New York
$8.7K
FFA
1031
Frazier Financial Advisors
Ohio
$8.48K
CIAS
1032
CBIZ Investment Advisory Services
Ohio
$8.29K
BIA
1033
Bell Investment Advisors
California
$8.26K
GAAM
1034
Guinness Atkinson Asset Management
California
$8.19K
KFG
1035
Kingdom Financial Group
Arizona
$7.59K
GWM
1036
Greenline Wealth Management
Florida
$7.32K
RWM
1037
RMG Wealth Management
Wisconsin
$7.3K
FAMI
1038
Fideuram Asset Management (Ireland)
$7.16K
FPF
1039
First Pacific Financial
Washington
$7.14K
BFS
1040
Bare Financial Services
Pennsylvania
$6.92K
SIS
1041
Strategic Investment Solutions
Illinois
$6.7K
DI
1042
DAGCO Inc
Ohio
$6.47K
S
1043
Sachetta
Massachusetts
$6.25K
HHMI
1044
Howard Hughes Medical Institute
Maryland
$5.58K
BLC
1045
Brown, Lisle/Cummings
Rhode Island
$5.58K
RF
1046
Rossby Financial
Florida
$5.36K
SFS
1047
Sunrise Financial Services
Washington
$5.13K
LFA
1048
LGT Financial Advisors
Texas
$4.97K
HCM
1049
Hollencrest Capital Management
California
$4.69K
NWM
1050
Nova Wealth Management
Florida
$4.69K