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Broadridge

1,101 hedge funds and large institutions have $25.1B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 394 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 394

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
1,101
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 Buyers

1 +$803M
2 +$169M
3 +$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1 -$326M
2 -$154M
3 -$139M
4
Millennium Management
Millennium Management
New York
-$80.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
1101
Hurley Capital
New York
$238
Norges Bank
1102
Norges Bank
Norway
Axa
1103
Axa
France
Caisse de Depot et Placement du Quebec (CDPQ)
1104
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
WCA
1105
Waratah Capital Advisors
Ontario, Canada
WorldQuant Millennium Advisors
1106
WorldQuant Millennium Advisors
New York
AFA
1107
Abacus FCF Advisors
Florida
Diamond Hill Capital Management
1108
Diamond Hill Capital Management
Ohio
CGPCS
1109
Capital Group Private Client Services
California
TI
1110
Trexquant Investment
Connecticut
ES
1111
Element Squared
Minnesota
HCM
1112
Hilton Capital Management
New York
EC
1113
EntryPoint Capital
New York
AIM
1114
Achmea Investment Management
Netherlands
BOTPPF
1115
Board of the Pension Protection Fund
United Kingdom
FC
1116
FORA Capital
Florida
CII
1117
Capital International Inc
California
PCM
1118
Prana Capital Management
Connecticut
Voloridge Investment Management
1119
Voloridge Investment Management
Florida
PP
1120
PDT Partners
New York
IEFM
1121
IQ EQ Fund Management
Ireland
VSQM
1122
V-Square Quantitative Management
Illinois
ACM
1123
Aster Capital Management
United Arab Emirates
Grantham, Mayo, Van Otterloo & Co (GMO)
1124
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
CAU
1125
Caxton Associates (UK)