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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 389 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:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 389

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
1,093
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
CGPCS
1101
Capital Group Private Client Services
California
TI
1102
Trexquant Investment
Connecticut
TPSF
1103
Texas Permanent School Fund
Texas
ES
1104
Element Squared
Minnesota
HCM
1105
Hilton Capital Management
New York
EC
1106
EntryPoint Capital
New York
AIM
1107
Achmea Investment Management
Netherlands
BOTPPF
1108
Board of the Pension Protection Fund
United Kingdom
FC
1109
FORA Capital
Florida
CII
1110
Capital International Inc
California
PCM
1111
Prana Capital Management
Connecticut
Voloridge Investment Management
1112
Voloridge Investment Management
Florida
PP
1113
PDT Partners
New York
IEFM
1114
IQ EQ Fund Management
Ireland
VSQM
1115
V-Square Quantitative Management
Illinois
ACM
1116
Aster Capital Management
United Arab Emirates
Grantham, Mayo, Van Otterloo & Co (GMO)
1117
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
CAU
1118
Caxton Associates (UK)
OFG
1119
OmniStar Financial Group
North Carolina
AG
1120
Algert Global
California
BC
1121
Bayforest Capital
United Kingdom
VCM
1122
Vivaldi Capital Management
Illinois
ANBT
1123
American National Bank & Trust
Texas
CWMK
1124
Caliber Wealth Management (Kansas)
Kansas
FPAS
1125
Focus Partners Advisor Solutions
Missouri