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Broadridge

1,108 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 360 increasing their positions, 433 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 ownership

Funds ownership:

more funds holding

Funds holding:

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: 433

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,108
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
SA
1051
Seneschal Advisors
Washington
$4.02K
ME
1052
McIlrath & Eck
Washington
$4.02K
AWM
1053
Activest Wealth Management
Florida
$4.02K
AW
1054
Avion Wealth
Texas
$4K
GCM
1055
Gables Capital Management
Florida
$3.79K
DPW
1056
DiNuzzo Private Wealth
Pennsylvania
$3.79K
SIC
1057
SJS Investment Consulting
Ohio
$3.57K
LI
1058
LRI Investments
Florida
$3.57K
GBT
1059
Grove Bank & Trust
Florida
$3.35K
LB
1060
Legacy Bridge
Iowa
$3.35K
JFGIW
1061
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.14K
PWA
1062
Physician Wealth Advisors
Utah
$3.13K
DWM
1063
Dogwood Wealth Management
Kansas
$3.12K
BHWM
1064
Bay Harbor Wealth Management
Maryland
$2.91K
JGIA
1065
Jackson Grant Investment Advisers
Connecticut
$2.9K
MSWM
1066
Mowery & Schoenfeld Wealth Management
Illinois
$2.68K
RTL
1067
Red Tortoise LLC
Georgia
$2.68K
GSWM
1068
Golden State Wealth Management
California
$2.46K
AA
1069
Addison Advisors
Vermont
$2.46K
WETS
1070
Wealth Enhancement Trust Services
South Dakota
$2.46K
HFS
1071
Horizon Financial Services
North Carolina
$2.23K
TCM
1072
Triumph Capital Management
Colorado
$2.23K
TAM
1073
Tucker Asset Management
Colorado
$2.23K
DF
1074
Dunhill Financial
United Kingdom
$2.23K
IIM
1075
IFC & Insurance Marketing
California
$2K