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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
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
SA
1076
Seneschal Advisors
Washington
$477
TCM
1077
Triumph Capital Management
Colorado
$476
SIS
1078
Sound Income Strategies
Florida
$468
DWM
1079
Dogwood Wealth Management
Kansas
$239
ACA
1080
American Capital Advisory
Idaho
$239
RS
1081
Rakuten Securities
Japan
$238
AA
1082
Ancora Advisors
Ohio
$238
NL
1083
NVWM LLC
Pennsylvania
$238
DCM
1084
Davis Capital Management
Florida
$238
HC
1085
Hurley Capital
New York
$238
Norges Bank
1086
Norges Bank
Norway
Axa
1087
Axa
France
Caisse de Depot et Placement du Quebec (CDPQ)
1088
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
WCA
1089
Waratah Capital Advisors
Ontario, Canada
WorldQuant Millennium Advisors
1090
WorldQuant Millennium Advisors
New York
AFA
1091
Abacus FCF Advisors
Florida
Diamond Hill Capital Management
1092
Diamond Hill Capital Management
Ohio
CGPCS
1093
Capital Group Private Client Services
California
TI
1094
Trexquant Investment
Connecticut
TPSF
1095
Texas Permanent School Fund
Texas
ES
1096
Element Squared
Minnesota
HCM
1097
Hilton Capital Management
New York
EC
1098
EntryPoint Capital
New York
AIM
1099
Achmea Investment Management
Netherlands
BOTPPF
1100
Board of the Pension Protection Fund
United Kingdom