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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
SEP
1101
Signature Equity Partners
Ohio
$670
TPBG
1102
Turning Point Benefit Group
Maryland
$669
IPS
1103
Investors Portfolio Services
Washington
$616
BIM
1104
Breakwater Investment Management
Washington
$447
ACA
1105
American Capital Advisory
Idaho
$447
NL
1106
NVWM LLC
Pennsylvania
$446
CFM
1107
Cornerstone Financial Management
Massachusetts
$446
LIA
1108
Luken Investment Analytics
Tennessee
$446
RS
1109
Rakuten Securities
Japan
$223
DCM
1110
Davis Capital Management
Florida
$223
IRAG
1111
Investment Research & Advisory Group
Georgia
$223
WAG
1112
Wilkerson Advisory Group
Missouri
$223
JCM
1113
Junto Capital Management
New York
Kovitz Investment Group Partners
1114
Kovitz Investment Group Partners
Illinois
TI
1115
Tidal Investments
Wisconsin
TC
1116
TwinBeech Capital
New York
Renaissance Technologies
1117
Renaissance Technologies
New York
GC
1118
Gillson Capital
Illinois
Zurich Cantonal Bank
1119
Zurich Cantonal Bank
Switzerland
EGM
1120
Engineers Gate Manager
New York
SPS
1121
Susquehanna Portfolio Strategies
Pennsylvania
N
1122
Numerai
California
LOAME
1123
Lombard Odier Asset Management (Europe)
United Kingdom
CCIA
1124
Campbell & Co Investment Adviser
Maryland
OQS
1125
Occudo Quantitative Strategies
Florida