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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 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 funds holding

Funds holding:

more ownership

Funds ownership:

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: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
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
TCM
1076
Triumph Capital Management
Colorado
$2.23K
TAM
1077
Tucker Asset Management
Colorado
$2.23K
DF
1078
Dunhill Financial
United Kingdom
$2.23K
IIM
1079
IFC & Insurance Marketing
California
$2K
BW
1080
Basepoint Wealth
Iowa
$1.81K
MPW
1081
MASECO Private Wealth
$1.79K
RWM
1082
Rialto Wealth Management
New York
$1.79K
CC
1083
Corsicana & Co
Texas
$1.78K
HFS
1084
Hughes Financial Services
Virginia
$1.56K
WIM
1085
Westside Investment Management
California
$1.56K
MAM
1086
Marquette Asset Management
Minnesota
$1.34K
AP
1087
Aspect Partners
Virginia
$1.34K
MHR
1088
Matthew Hamilton Rosenberg
$1.34K
HWP
1089
Highline Wealth Partners
California
$1.34K
CWP
1090
Clark Wealth Partners
Illinois
$1.34K
SIS
1091
Sound Income Strategies
Florida
$1.32K
FC
1092
Financial Consulate
Maryland
$1.12K
TFM
1093
TFC Financial Management
Massachusetts
$1.12K
HIA
1094
HFM Investment Advisors
New Jersey
$1.12K
WA
1095
Whipplewood Advisors
Colorado
$1.12K
PWA
1096
Principia Wealth Advisory
Texas
$893
IW
1097
Imprint Wealth
South Carolina
$893
MEG
1098
Millstone Evans Group
Colorado
$893
WW
1099
Winnow Wealth
Texas
$672
DF
1100
DecisionPoint Financial
Arizona
$670