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Broadridge

1,108 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 360 increasing their positions, 433 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 ownership

Funds ownership:

more funds holding

Funds holding:

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: 433

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,108
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
ACA
1101
American Capital Advisory
Idaho
$447
NL
1102
NVWM LLC
Pennsylvania
$446
LIA
1103
Luken Investment Analytics
Tennessee
$446
CFM
1104
Cornerstone Financial Management
Massachusetts
$446
RS
1105
Rakuten Securities
Japan
$223
DCM
1106
Davis Capital Management
Florida
$223
WAG
1107
Wilkerson Advisory Group
Missouri
$223
IRAG
1108
Investment Research & Advisory Group
Georgia
$223
JCM
1109
Junto Capital Management
New York
Kovitz Investment Group Partners
1110
Kovitz Investment Group Partners
Illinois
TI
1111
Tidal Investments
Wisconsin
TC
1112
TwinBeech Capital
New York
Renaissance Technologies
1113
Renaissance Technologies
New York
GC
1114
Gillson Capital
Illinois
Zurich Cantonal Bank
1115
Zurich Cantonal Bank
Switzerland
EGM
1116
Engineers Gate Manager
New York
SPS
1117
Susquehanna Portfolio Strategies
Pennsylvania
N
1118
Numerai
California
LOAME
1119
Lombard Odier Asset Management (Europe)
United Kingdom
CCIA
1120
Campbell & Co Investment Adviser
Maryland
OQS
1121
Occudo Quantitative Strategies
Florida
LAM
1122
LECAP Asset Management
United Kingdom
Holocene Advisors
1123
Holocene Advisors
New York
DFCM
1124
Dark Forest Capital Management
Puerto Rico
CIBC World Market
1125
CIBC World Market
Ontario, Canada