We are live on ! Find out more
BR icon

Broadridge
BR

1,103 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, 375 increasing their positions, 395 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

1% more funds holding

Funds holding: 1,095 → 1,103 (+8)

0.44% more ownership

Funds ownership: 89.75% → 90.19% (+0.44%)

2% less capital invested

Capital invested by funds: $25.6B → $25.1B (-$572M)

5% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 395

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

68% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $48.8M

Holders
1,103
Holders Change
+8
Holders Change %
+0.73%
% of All Funds
14.48%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
106
Increased
375
Reduced
395
Closed
80
Calls
$15.5M
Puts
$48.8M
Net Calls
-$33.3M
Net Calls Change
-$34.7M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$803M
2
VanEck Associates
VanEck Associates
New York
+$169M
3
JP Morgan Chase
JP Morgan Chase
New York
+$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$326M
2
Capital International Investors
Capital International Investors
California
-$154M
3
Morgan Stanley
Morgan Stanley
New York
-$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
CCM
1051
Cloud Capital Management
Washington
$5K +$5.48K +22 New
MAM
1052
Meeder Asset Management
Ohio
$4.76K – – –
NFSG
1053
Newbridge Financial Services Group
Florida
$4.76K – – –
JFGIW
1054
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.54K +$4.73K +19 New
DPW
1055
DiNuzzo Private Wealth
Pennsylvania
$4.35K – – –
AWM
1056
Abound Wealth Management
Tennessee
$4.29K – – –
EWP
1057
Elevation Wealth Partners
California
$4.29K +$4.48K +18 New
ME
1058
McIlrath & Eck
Washington
$4.29K – – –
IW
1059
Imprint Wealth
South Carolina
$4.29K +$4.48K +18 New
GCM
1060
Gables Capital Management
Florida
$4.05K – – –
PG
1061
Proffitt & Goodson
Tennessee
$4.05K +$4.23K +17 New
LI
1062
LRI Investments
Florida
$3.81K – – –
KG
1063
Kilter Group
New York
$3.57K -$249 -1 -6%
GBT
1064
Grove Bank & Trust
Florida
$3.57K – – –
MAM
1065
Marquette Asset Management
Minnesota
$3.57K +$3.74K +15 New
TIM
1066
Tortoise Investment Management
New York
$3.33K +$747 +3 +27%
JGIA
1067
Jackson Grant Investment Advisers
Connecticut
$3.1K – – –
RTL
1068
Red Tortoise LLC
Georgia
$2.86K – – –
AA
1069
Addison Advisors
Vermont
$2.62K – – –
GSWM
1070
Golden State Wealth Management
California
$2.62K +$2.74K +11 New
PP
1071
Pacifica Partners
Canada
$2.58K +$249 +1 +10%
DF
1072
Dunhill Financial
United Kingdom
$2.17K – – –
BHWM
1073
Bay Harbor Wealth Management
Maryland
$1.91K +$498 +2 +33%
MPW
1074
MASECO Private Wealth
$1.91K – – –
SIC
1075
SJS Investment Consulting
Ohio
$1.91K – – –
41 42
43
44 45

BR Hedge Fund Activity: Q3 2025 in Review

1,103 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2025, worth a combined $25.1B — down 2.2% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new BR positions and 80 closed out — a net gain of 26 holders — while 375 added to existing stakes and 395 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $803M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $326M.

  • 1,103 institutional investors held Broadridge (BR) as of Q3 2025, up from 1,095 in Q2 2025.
  • Funds reported $25.1B of Broadridge stock for Q3 2025, down 2.2% quarter-over-quarter.
  • 106 funds opened new Broadridge positions in Q3 2025 and 80 closed out, a net change of +26 holders.
  • The largest Broadridge buyer in Q3 2025 was AllianceBernstein, an estimated $803M added.
  • The largest Broadridge seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $326M sold.

Based on aggregated 13F filings for Q3 2025.