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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
JFGIW
1051
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.54K
DPW
1052
DiNuzzo Private Wealth
Pennsylvania
$4.35K
AWM
1053
Abound Wealth Management
Tennessee
$4.29K
EWP
1054
Elevation Wealth Partners
California
$4.29K
ME
1055
McIlrath & Eck
Washington
$4.29K
IW
1056
Imprint Wealth
South Carolina
$4.29K
GCM
1057
Gables Capital Management
Florida
$4.05K
PG
1058
Proffitt & Goodson
Tennessee
$4.05K
LI
1059
LRI Investments
Florida
$3.81K
KG
1060
Kilter Group
New York
$3.57K
GBT
1061
Grove Bank & Trust
Florida
$3.57K
MAM
1062
Marquette Asset Management
Minnesota
$3.57K
TIM
1063
Tortoise Investment Management
New York
$3.33K
JGIA
1064
Jackson Grant Investment Advisers
Connecticut
$3.1K
RTL
1065
Red Tortoise LLC
Georgia
$2.86K
AA
1066
Addison Advisors
Vermont
$2.62K
GSWM
1067
Golden State Wealth Management
California
$2.62K
PP
1068
Pacifica Partners
Canada
$2.58K
DF
1069
Dunhill Financial
United Kingdom
$2.17K
BHWM
1070
Bay Harbor Wealth Management
Maryland
$1.91K
MPW
1071
MASECO Private Wealth
$1.91K
SIC
1072
SJS Investment Consulting
Ohio
$1.91K
CC
1073
Corsicana & Co
Texas
$1.91K
RWM
1074
Rialto Wealth Management
New York
$1.43K
HWP
1075
Highline Wealth Partners
California
$1.43K