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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
CFD
1026
Creative Financial Designs
Indiana
$8.57K
JWM
1027
JPL Wealth Management
Colorado
$8.34K
HFS
1028
Horizon Financial Services
North Carolina
$7.62K
SIS
1029
Strategic Investment Solutions
Illinois
$7.15K
AT
1030
Arlington Trust
Alabama
$7.14K
BFS
1031
Bare Financial Services
Pennsylvania
$6.91K
DI
1032
DAGCO Inc
Ohio
$6.91K
S
1033
Sachetta
Massachusetts
$6.67K
AW
1034
Avion Wealth
Texas
$6K
Q1WB
1035
Quest 10 Wealth Builders
Virginia
$5.95K
HHMI
1036
Howard Hughes Medical Institute
Maryland
$5.95K
BLC
1037
Brown, Lisle/Cummings
Rhode Island
$5.95K
TCM
1038
TruNorth Capital Management
Michigan
$5.95K
LFA
1039
LGT Financial Advisors
Texas
$5.28K
FDCP
1040
Foster Dykema Cabot & Partners
Massachusetts
$5.26K
HCM
1041
Hollencrest Capital Management
California
$5K
NWM
1042
Nova Wealth Management
Florida
$5K
CCM
1043
Cloud Capital Management
Washington
$5K
MAM
1044
Meeder Asset Management
Ohio
$4.76K
NFSG
1045
Newbridge Financial Services Group
Florida
$4.76K
JFGIW
1046
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.54K
DPW
1047
DiNuzzo Private Wealth
Pennsylvania
$4.35K
AWM
1048
Abound Wealth Management
Tennessee
$4.29K
EWP
1049
Elevation Wealth Partners
California
$4.29K
ME
1050
McIlrath & Eck
Washington
$4.29K