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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
FC
1101
FORA Capital
Florida
CII
1102
Capital International Inc
California
PCM
1103
Prana Capital Management
Connecticut
Voloridge Investment Management
1104
Voloridge Investment Management
Florida
PP
1105
PDT Partners
New York
IEFM
1106
IQ EQ Fund Management
Ireland
VSQM
1107
V-Square Quantitative Management
Illinois
ACM
1108
Aster Capital Management
United Arab Emirates
Grantham, Mayo, Van Otterloo & Co (GMO)
1109
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
CAU
1110
Caxton Associates (UK)
OFG
1111
OmniStar Financial Group
North Carolina
AG
1112
Algert Global
California
BC
1113
Bayforest Capital
United Kingdom
VCM
1114
Vivaldi Capital Management
Illinois
ANBT
1115
American National Bank & Trust
Texas
CWMK
1116
Caliber Wealth Management (Kansas)
Kansas
FPAS
1117
Focus Partners Advisor Solutions
Missouri
JIP
1118
Jaffetilchin Investment Partners
Florida
NWAG
1119
Net Worth Advisory Group
Utah
FIM
1120
Freedom Investment Management
Connecticut
PTC
1121
Petrus Trust Company
Texas
Walleye Trading
1122
Walleye Trading
New York
MPM
1123
MBB Public Markets
Illinois
LP
1124
LMR Partners
United Kingdom
SLG
1125
Stanley-Laman Group
Pennsylvania