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Broadridge

1,108 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 360 increasing their positions, 433 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 ownership

Funds ownership:

more funds holding

Funds holding:

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: 433

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,108
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
SFG
1026
Strive Financial Group
Indiana
$8.93K
RA
1027
Rational Advisors
New York
$8.7K
FFA
1028
Frazier Financial Advisors
Ohio
$8.48K
CIAS
1029
CBIZ Investment Advisory Services
Ohio
$8.29K
BIA
1030
Bell Investment Advisors
California
$8.26K
GAAM
1031
Guinness Atkinson Asset Management
California
$8.19K
KFG
1032
Kingdom Financial Group
Arizona
$7.59K
GWM
1033
Greenline Wealth Management
Florida
$7.32K
RWM
1034
RMG Wealth Management
Wisconsin
$7.3K
FAMI
1035
Fideuram Asset Management (Ireland)
$7.16K
FPF
1036
First Pacific Financial
Washington
$7.14K
BFS
1037
Bare Financial Services
Pennsylvania
$6.92K
DI
1038
DAGCO Inc
Ohio
$6.47K
S
1039
Sachetta
Massachusetts
$6.25K
HHMI
1040
Howard Hughes Medical Institute
Maryland
$5.58K
BLC
1041
Brown, Lisle/Cummings
Rhode Island
$5.58K
RF
1042
Rossby Financial
Florida
$5.36K
SFS
1043
Sunrise Financial Services
Washington
$5.13K
LFA
1044
LGT Financial Advisors
Texas
$4.97K
HCM
1045
Hollencrest Capital Management
California
$4.69K
NWM
1046
Nova Wealth Management
Florida
$4.69K
Q1WB
1047
Quest 10 Wealth Builders
Virginia
$4.46K
NFSG
1048
Newbridge Financial Services Group
Florida
$4.46K
KG
1049
Kilter Group
New York
$4.24K
AWM
1050
Abound Wealth Management
Tennessee
$4.02K