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Broadridge

1,120 hedge funds and large institutions have $23.8B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 361 increasing their positions, 436 reducing their positions, and 89 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 funds holding

Funds holding:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $25.1B → $23.8B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,120
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
Corient Private Wealth
Corient Private Wealth
Florida
+$111M

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
TFM
1101
TFC Financial Management
Massachusetts
$1.12K
HIA
1102
HFM Investment Advisors
New Jersey
$1.12K
WA
1103
Whipplewood Advisors
Colorado
$1.12K
PWA
1104
Principia Wealth Advisory
Texas
$893
IW
1105
Imprint Wealth
South Carolina
$893
MEG
1106
Millstone Evans Group
Colorado
$893
WW
1107
Winnow Wealth
Texas
$672
DF
1108
DecisionPoint Financial
Arizona
$670
SEP
1109
Signature Equity Partners
Ohio
$670
TPBG
1110
Turning Point Benefit Group
Maryland
$669
IPS
1111
Investors Portfolio Services
Washington
$616
BIM
1112
Breakwater Investment Management
Washington
$447
ACA
1113
American Capital Advisory
Idaho
$447
NL
1114
NVWM LLC
Pennsylvania
$446
LIA
1115
Luken Investment Analytics
Tennessee
$446
CFM
1116
Cornerstone Financial Management
Massachusetts
$446
DCM
1117
Davis Capital Management
Florida
$223
RS
1118
Rakuten Securities
Japan
$223
IRAG
1119
Investment Research & Advisory Group
Georgia
$223
WAG
1120
Wilkerson Advisory Group
Missouri
$223
JCM
1121
Junto Capital Management
New York
Kovitz Investment Group Partners
1122
Kovitz Investment Group Partners
Illinois
TI
1123
Tidal Investments
Wisconsin
TC
1124
TwinBeech Capital
New York
Renaissance Technologies
1125
Renaissance Technologies
New York