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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
DPW
1076
DiNuzzo Private Wealth
Pennsylvania
$3.79K
GCM
1077
Gables Capital Management
Florida
$3.79K
SIC
1078
SJS Investment Consulting
Ohio
$3.57K +$1.82K +8 +100%
LI
1079
LRI Investments
Florida
$3.57K
GBT
1080
Grove Bank & Trust
Florida
$3.35K
LB
1081
Legacy Bridge
Iowa
$3.35K +$3.42K +15 New
JFGIW
1082
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.14K -$1.14K -5 -26%
PWA
1083
Physician Wealth Advisors
Utah
$3.13K +$2.74K +12 +600%
DWM
1084
Dogwood Wealth Management
Kansas
$3.12K +$2.96K +13 +1,300%
BHWM
1085
Bay Harbor Wealth Management
Maryland
$2.91K +$1.14K +5 +63%
JGIA
1086
Jackson Grant Investment Advisers
Connecticut
$2.9K
MSWM
1087
Mowery & Schoenfeld Wealth Management
Illinois
$2.68K +$2.74K +12 New
RTL
1088
Red Tortoise LLC
Georgia
$2.68K
1CP
1089
1015 Capital Partners
Pennsylvania
$2.68K +$2.74K +12 New
AA
1090
Addison Advisors
Vermont
$2.46K
GSWM
1091
Golden State Wealth Management
California
$2.46K
WETS
1092
Wealth Enhancement Trust Services
South Dakota
$2.46K +$2.51K +11 New
HFS
1093
Horizon Financial Services
North Carolina
$2.23K -$5.02K -22 -69%
TCM
1094
Triumph Capital Management
Colorado
$2.23K +$2.28K +10 New
TAM
1095
Tucker Asset Management
Colorado
$2.23K +$2.28K +10 New
DF
1096
Dunhill Financial
United Kingdom
$2.23K +$228 +1 +11%
IIM
1097
IFC & Insurance Marketing
California
$2K +$1.6K +7 New
BW
1098
Basepoint Wealth
Iowa
$1.81K +$1.82K +8 New
MPW
1099
MASECO Private Wealth
$1.79K
RWM
1100
Rialto Wealth Management
New York
$1.79K +$456 +2 +33%