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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
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
Q1WB
1026
Quest 10 Wealth Builders
Virginia
$5.95K
BLC
1027
Brown, Lisle/Cummings
Rhode Island
$5.95K
HHMI
1028
Howard Hughes Medical Institute
Maryland
$5.95K
TCM
1029
TruNorth Capital Management
Michigan
$5.95K
LFA
1030
LGT Financial Advisors
Texas
$5.28K
FDCP
1031
Foster Dykema Cabot & Partners
Massachusetts
$5.26K
HCM
1032
Hollencrest Capital Management
California
$5K
NWM
1033
Nova Wealth Management
Florida
$5K
CCM
1034
Cloud Capital Management
Washington
$5K
MAM
1035
Meeder Asset Management
Ohio
$4.76K
NFSG
1036
Newbridge Financial Services Group
Florida
$4.76K
JFGIW
1037
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.54K
DPW
1038
DiNuzzo Private Wealth
Pennsylvania
$4.35K
AWM
1039
Abound Wealth Management
Tennessee
$4.29K
EWP
1040
Elevation Wealth Partners
California
$4.29K
ME
1041
McIlrath & Eck
Washington
$4.29K
IW
1042
Imprint Wealth
South Carolina
$4.29K
GCM
1043
Gables Capital Management
Florida
$4.05K
PG
1044
Proffitt & Goodson
Tennessee
$4.05K
LI
1045
LRI Investments
Florida
$3.81K
GBT
1046
Grove Bank & Trust
Florida
$3.57K
MAM
1047
Marquette Asset Management
Minnesota
$3.57K
TIM
1048
Tortoise Investment Management
New York
$3.33K
JGIA
1049
Jackson Grant Investment Advisers
Connecticut
$3.1K
RTL
1050
Red Tortoise LLC
Georgia
$2.86K