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Broadridge

1,100 hedge funds and large institutions have $25.1B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 394 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 394

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
1,100
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 Buyers

1 +$803M
2 +$169M
3 +$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1 -$326M
2 -$154M
3 -$139M
4
Millennium Management
Millennium Management
New York
-$80.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1026
AmeriFlex Group
Nevada
$9.53K
NSIM
1027
North Star Investment Management
Illinois
$9.29K
FFA
1028
Frazier Financial Advisors
Ohio
$9.05K
RA
1029
Rational Advisors
New York
$8.81K
CIAS
1030
CBIZ Investment Advisory Services
Ohio
$8.61K
CFD
1031
Creative Financial Designs
Indiana
$8.57K
JWM
1032
JPL Wealth Management
Colorado
$8.34K
HFS
1033
Horizon Financial Services
North Carolina
$7.62K
SIS
1034
Strategic Investment Solutions
Illinois
$7.15K
AT
1035
Arlington Trust
Alabama
$7.14K
BFS
1036
Bare Financial Services
Pennsylvania
$6.91K
DI
1037
DAGCO Inc
Ohio
$6.91K
S
1038
Sachetta
Massachusetts
$6.67K
AW
1039
Avion Wealth
Texas
$6K
Q1WB
1040
Quest 10 Wealth Builders
Virginia
$5.95K
HHMI
1041
Howard Hughes Medical Institute
Maryland
$5.95K
BLC
1042
Brown, Lisle/Cummings
Rhode Island
$5.95K
TCM
1043
TruNorth Capital Management
Michigan
$5.95K
LFA
1044
LGT Financial Advisors
Texas
$5.28K
FDCP
1045
Foster Dykema Cabot & Partners
Massachusetts
$5.26K
HCM
1046
Hollencrest Capital Management
California
$5K
NWM
1047
Nova Wealth Management
Florida
$5K
CCM
1048
Cloud Capital Management
Washington
$5K
MAM
1049
Meeder Asset Management
Ohio
$4.76K
NFSG
1050
Newbridge Financial Services Group
Florida
$4.76K