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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 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 funds holding

Funds holding:

more ownership

Funds ownership:

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: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
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
Q1WB
1051
Quest 10 Wealth Builders
Virginia
$4.46K
NFSG
1052
Newbridge Financial Services Group
Florida
$4.46K
KG
1053
Kilter Group
New York
$4.24K
AWM
1054
Abound Wealth Management
Tennessee
$4.02K
SA
1055
Seneschal Advisors
Washington
$4.02K
ME
1056
McIlrath & Eck
Washington
$4.02K
AWM
1057
Activest Wealth Management
Florida
$4.02K
AW
1058
Avion Wealth
Texas
$4K
GCM
1059
Gables Capital Management
Florida
$3.79K
DPW
1060
DiNuzzo Private Wealth
Pennsylvania
$3.79K
SIC
1061
SJS Investment Consulting
Ohio
$3.57K
LI
1062
LRI Investments
Florida
$3.57K
GBT
1063
Grove Bank & Trust
Florida
$3.35K
LB
1064
Legacy Bridge
Iowa
$3.35K
JFGIW
1065
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.14K
PWA
1066
Physician Wealth Advisors
Utah
$3.13K
DWM
1067
Dogwood Wealth Management
Kansas
$3.12K
BHWM
1068
Bay Harbor Wealth Management
Maryland
$2.91K
JGIA
1069
Jackson Grant Investment Advisers
Connecticut
$2.9K
MSWM
1070
Mowery & Schoenfeld Wealth Management
Illinois
$2.68K
RTL
1071
Red Tortoise LLC
Georgia
$2.68K
AA
1072
Addison Advisors
Vermont
$2.46K
GSWM
1073
Golden State Wealth Management
California
$2.46K
WETS
1074
Wealth Enhancement Trust Services
South Dakota
$2.46K
HFS
1075
Horizon Financial Services
North Carolina
$2.23K