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Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ECA
1026
Elevated Capital Advisors
Utah
$14K +$14.4K +63 New
CMP
1027
Coston McIsaac & Partners
Maine
$14K
EW
1028
Elyxium Wealth
California
$13.8K +$14.1K +62 New
NMG
1029
New Millennium Group
Utah
$13.5K -$159K -699 -92%
NSIM
1030
North Star Investment Management
Illinois
$12.3K +$3.65K +16 +41%
FGA
1031
Fortis Group Advisors
New Jersey
$11.8K
IRC
1032
Investors Research Corp
Georgia
$11.6K
VWM
1033
Valley Wealth Managers
New Jersey
$11.6K
TFA
1034
Transamerica Financial Advisors
Florida
$11.5K -$14.6K -64 -56%
APW
1035
Aventura Private Wealth
Florida
$11.4K
SR
1036
Swiss Re
Switzerland
$11.4K +$11.6K +51 New
WBC
1037
West Branch Capital
Massachusetts
$11.2K
AG
1038
AmeriFlex Group
Nevada
$11.2K +$2.28K +10 +25%
GCM
1039
Gunpowder Capital Management
Maryland
$11.2K +$11.4K +50 New
VR
1040
Vision Retirement
New Jersey
$11.2K +$11.4K +50 New
RWS
1041
Retirement Wealth Solutions
Wisconsin
$10.1K
GJIA
1042
Glass Jacobson Investment Advisors
Maryland
$10K
AFC
1043
Ares Financial Consulting
California
$10K +$10.3K +45 New
AGWCA
1044
Annis Gardner Whiting Capital Advisors
Florida
$9.85K -$912 -4 -8%
AIS
1045
Advocate Investing Services
Maryland
$9.15K +$9.35K +41 New
SFG
1046
Strive Financial Group
Indiana
$8.93K +$9.12K +40 New
RA
1047
Rational Advisors
New York
$8.7K +$456 +2 +5%
FFA
1048
Frazier Financial Advisors
Ohio
$8.48K
CIAS
1049
CBIZ Investment Advisory Services
Ohio
$8.29K +$228 +1 +3%
BIA
1050
Bell Investment Advisors
California
$8.26K -$1.37K -6 -14%