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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 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 funds holding

Funds holding:

more ownership

Funds ownership:

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: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
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
LAM
1126
LECAP Asset Management
United Kingdom
Holocene Advisors
1127
Holocene Advisors
New York
DFCM
1128
Dark Forest Capital Management
Puerto Rico
CIBC World Market
1129
CIBC World Market
Ontario, Canada
OCM
1130
Orser Capital Management
Texas
SG
1131
Sienna Gestion
France
Marshall Wace
1132
Marshall Wace
United Kingdom
RS
1133
R Squared
Hong Kong
SPA
1134
Sherbrooke Park Advisers
New York
JF
1135
JSF Financial
California
SSA
1136
Schonfeld Strategic Advisors
New York
I
1137
InceptionR
California
QCM
1138
Qsemble Capital Management
New York
BAM
1139
Blueshift Asset Management
New Jersey
MWM
1140
MorganRosel Wealth Management
Colorado
BFA
1141
Beaumont Financial Advisors
Massachusetts
WI
1142
WBI Investments
New Jersey
BJL
1143
Brighton Jones LLC
Washington
GWMR
1144
GC Wealth Management RIA
Massachusetts
VCM
1145
Voleon Capital Management
California
PFGIA
1146
Patriot Financial Group Insurance Agency
Massachusetts
LIA
1147
LBMC Investment Advisors
Tennessee
MNA
1148
Manning & Napier Advisors
New York
NP
1149
NorthRock Partners
Minnesota
JSW
1150
Journey Strategic Wealth
New Jersey