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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 389 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 389

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
1,093
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 Sellers

1 -$312M
2 -$147M
3 -$133M
4
Millennium Management
Millennium Management
New York
-$76.6M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IW
1051
Imprint Wealth
South Carolina
$4.29K
GCM
1052
Gables Capital Management
Florida
$4.05K
PG
1053
Proffitt & Goodson
Tennessee
$4.05K
LI
1054
LRI Investments
Florida
$3.81K
GBT
1055
Grove Bank & Trust
Florida
$3.57K
MAM
1056
Marquette Asset Management
Minnesota
$3.57K
TIM
1057
Tortoise Investment Management
New York
$3.33K
JGIA
1058
Jackson Grant Investment Advisers
Connecticut
$3.1K
RTL
1059
Red Tortoise LLC
Georgia
$2.86K
AA
1060
Addison Advisors
Vermont
$2.62K
GSWM
1061
Golden State Wealth Management
California
$2.62K
PP
1062
Pacifica Partners
Canada
$2.58K
DF
1063
Dunhill Financial
United Kingdom
$2.17K
BHWM
1064
Bay Harbor Wealth Management
Maryland
$1.91K
MPW
1065
MASECO Private Wealth
$1.91K
SIC
1066
SJS Investment Consulting
Ohio
$1.91K
CC
1067
Corsicana & Co
Texas
$1.91K
RWM
1068
Rialto Wealth Management
New York
$1.43K
MHR
1069
Matthew Hamilton Rosenberg
$1.43K
HWP
1070
Highline Wealth Partners
California
$1.43K
AWM
1071
Activest Wealth Management
Florida
$1.43K
AP
1072
Aspect Partners
Virginia
$1.43K
HFS
1073
Hughes Financial Services
Virginia
$1.34K
WOC
1074
West Oak Capital
California
$1.19K
TFM
1075
TFC Financial Management
Massachusetts
$1.19K