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Broadridge

1,103 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, 375 increasing their positions, 395 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

1% more funds holding

Funds holding: 1,0951,103 (+8)

0.44% more ownership

Funds ownership: 89.75%90.19% (+0.44%)

2% less capital invested

Capital invested by funds: $25.6B → $25.1B (-$572M)

5% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 395

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
1,103
Holders Change
+8
Holders Change %
+0.73%
% of All Funds
14.48%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
106
Increased
375
Reduced
395
Closed
80
Calls
$15.5M
Puts
$48.8M
Net Calls
-$33.3M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
1101
NVWM LLC
Pennsylvania
$238
DCM
1102
Davis Capital Management
Florida
$238 +$249 +1 New
HC
1103
Hurley Capital
New York
$238 +$249 +1 New
Norges Bank
1104
Norges Bank
Norway
-$124M -509,451 Closed
Axa
1105
Axa
France
-$33.6M -138,166 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1106
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$20.7M -85,056 Closed
WCA
1107
Waratah Capital Advisors
Ontario, Canada
-$19.4M -79,692 Closed
WorldQuant Millennium Advisors
1108
WorldQuant Millennium Advisors
New York
-$13.5M -55,527 Closed
AFA
1109
Abacus FCF Advisors
Florida
-$12.9M -52,935 Closed
Diamond Hill Capital Management
1110
Diamond Hill Capital Management
Ohio
-$6.25M -25,727 Closed
CGPCS
1111
Capital Group Private Client Services
California
-$2.98M -12,254 Closed
TI
1112
Trexquant Investment
Connecticut
-$2.91M -11,966 Closed
ES
1113
Element Squared
Minnesota
-$1.96M -8,053 Closed
HCM
1114
Hilton Capital Management
New York
-$1.6M -6,594 Closed
HC
1115
Henshaw Capital
Massachusetts
-$1.52M -6,257 Closed
EC
1116
EntryPoint Capital
New York
-$1.47M -6,049 Closed
AIM
1117
Achmea Investment Management
Netherlands
-$1.43M -5,880 Closed
BOTPPF
1118
Board of the Pension Protection Fund
United Kingdom
-$1.39M -5,700 Closed
FC
1119
FORA Capital
Florida
-$1.17M -4,832 Closed
CII
1120
Capital International Inc
California
-$1.06M -4,348 Closed
PCM
1121
Prana Capital Management
Connecticut
-$1.01M -4,165 Closed
Voloridge Investment Management
1122
Voloridge Investment Management
Florida
-$1M -4,119 Closed
PP
1123
PDT Partners
New York
-$830K -3,416 Closed
IEFM
1124
IQ EQ Fund Management
Ireland
-$775K -3,190 Closed
VSQM
1125
V-Square Quantitative Management
Illinois
-$721K -2,967 Closed

BR Hedge Fund Activity: Q3 2025 in Review

1,103 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2025, worth a combined $25.1B — down 2.2% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new BR positions and 80 closed out — a net gain of 26 holders — while 375 added to existing stakes and 395 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $803M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $326M.

  • 1,103 institutional investors held Broadridge (BR) as of Q3 2025, up from 1,095 in Q2 2025.
  • Funds reported $25.1B of Broadridge stock for Q3 2025, down 2.2% quarter-over-quarter.
  • 106 funds opened new Broadridge positions in Q3 2025 and 80 closed out, a net change of +26 holders.
  • The largest Broadridge buyer in Q3 2025 was AllianceBernstein, an estimated $803M added.
  • The largest Broadridge seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $326M sold.

Based on aggregated 13F filings for Q3 2025.