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Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1101
Corsicana & Co
Texas
$1.78K
HFS
1102
Hughes Financial Services
Virginia
$1.56K +$228 +1 +17%
WIM
1103
Westside Investment Management
California
$1.56K +$1.6K +7 New
MAM
1104
Marquette Asset Management
Minnesota
$1.34K -$2.05K -9 -60%
AP
1105
Aspect Partners
Virginia
$1.34K
CWP
1106
Clark Wealth Partners
Illinois
$1.34K
HWP
1107
Highline Wealth Partners
California
$1.34K
MHR
1108
Matthew Hamilton Rosenberg
$1.34K
SIS
1109
Sound Income Strategies
Florida
$1.32K +$912 +4 +200%
FC
1110
Financial Consulate
Maryland
$1.12K
TFM
1111
TFC Financial Management
Massachusetts
$1.12K
HIA
1112
HFM Investment Advisors
New Jersey
$1.12K +$228 +1 +25%
WA
1113
Whipplewood Advisors
Colorado
$1.12K +$1.14K +5 New
TBFA
1114
Three Bearings Fiduciary Advisors
New Hampshire
$986 +$1.14K +5 New
PWA
1115
Principia Wealth Advisory
Texas
$893 -$35.6K -156 -98%
IW
1116
Imprint Wealth
South Carolina
$893 -$3.19K -14 -78%
MEG
1117
Millstone Evans Group
Colorado
$893
WW
1118
Winnow Wealth
Texas
$672 -$228 -1 -25%
DF
1119
DecisionPoint Financial
Arizona
$670
SEP
1120
Signature Equity Partners
Ohio
$670 +$684 +3 New
TPBG
1121
Turning Point Benefit Group
Maryland
$669 +$684 +3 New
IPS
1122
Investors Portfolio Services
Washington
$616 +$684 +3 New
BIM
1123
Breakwater Investment Management
Washington
$447
ACA
1124
American Capital Advisory
Idaho
$447 +$228 +1 +100%
NL
1125
NVWM LLC
Pennsylvania
$446 +$228 +1 +100%