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Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GAAM
1051
Guinness Atkinson Asset Management
California
$8.19K +$8.21K +36 New
KFG
1052
Kingdom Financial Group
Arizona
$7.59K +$7.75K +34 New
GWM
1053
Greenline Wealth Management
Florida
$7.32K +$7.53K +33 New
RWM
1054
RMG Wealth Management
Wisconsin
$7.3K +$7.98K +35 New
FAMI
1055
Fideuram Asset Management (Ireland)
$7.16K +$7.3K +32 New
FPF
1056
First Pacific Financial
Washington
$7.14K +$7.3K +32 New
BFS
1057
Bare Financial Services
Pennsylvania
$6.92K +$456 +2 +7%
SIS
1058
Strategic Investment Solutions
Illinois
$6.7K
DI
1059
DAGCO Inc
Ohio
$6.47K
S
1060
Sachetta
Massachusetts
$6.25K
BLC
1061
Brown, Lisle/Cummings
Rhode Island
$5.58K
HHMI
1062
Howard Hughes Medical Institute
Maryland
$5.58K
RF
1063
Rossby Financial
Florida
$5.36K +$5.47K +24 New
SFS
1064
Sunrise Financial Services
Washington
$5.13K +$5.25K +23 New
LFA
1065
LGT Financial Advisors
Texas
$4.97K
HCM
1066
Hollencrest Capital Management
California
$4.69K
NWM
1067
Nova Wealth Management
Florida
$4.69K
Q1WB
1068
Quest 10 Wealth Builders
Virginia
$4.46K -$1.14K -5 -20%
NFSG
1069
Newbridge Financial Services Group
Florida
$4.46K
KG
1070
Kilter Group
New York
$4.24K +$912 +4 +27%
AWM
1071
Abound Wealth Management
Tennessee
$4.02K
SA
1072
Seneschal Advisors
Washington
$4.02K +$3.65K +16 +800%
ME
1073
McIlrath & Eck
Washington
$4.02K
AWM
1074
Activest Wealth Management
Florida
$4.02K +$2.74K +12 +200%
AW
1075
Avion Wealth
Texas
$4K -$1.37K -6 -23%