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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
BW
1076
Basepoint Wealth
Iowa
$1.81K
MPW
1077
MASECO Private Wealth
$1.79K
RWM
1078
Rialto Wealth Management
New York
$1.79K
CC
1079
Corsicana & Co
Texas
$1.78K
HFS
1080
Hughes Financial Services
Virginia
$1.56K
WIM
1081
Westside Investment Management
California
$1.56K
MAM
1082
Marquette Asset Management
Minnesota
$1.34K
MHR
1083
Matthew Hamilton Rosenberg
$1.34K
HWP
1084
Highline Wealth Partners
California
$1.34K
CWP
1085
Clark Wealth Partners
Illinois
$1.34K
AP
1086
Aspect Partners
Virginia
$1.34K
SIS
1087
Sound Income Strategies
Florida
$1.32K
FC
1088
Financial Consulate
Maryland
$1.12K
TFM
1089
TFC Financial Management
Massachusetts
$1.12K
HIA
1090
HFM Investment Advisors
New Jersey
$1.12K
WA
1091
Whipplewood Advisors
Colorado
$1.12K
PWA
1092
Principia Wealth Advisory
Texas
$893
IW
1093
Imprint Wealth
South Carolina
$893
MEG
1094
Millstone Evans Group
Colorado
$893
WW
1095
Winnow Wealth
Texas
$672
DF
1096
DecisionPoint Financial
Arizona
$670
SEP
1097
Signature Equity Partners
Ohio
$670
TPBG
1098
Turning Point Benefit Group
Maryland
$669
IPS
1099
Investors Portfolio Services
Washington
$616
BIM
1100
Breakwater Investment Management
Washington
$447