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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

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
1,085
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
GCM
1126
Gallacher Capital Management
Colorado
CGL
1127
Clarius Group LLC
Washington
PP
1128
PDS Planning
Ohio
CCP
1129
Cushing Capital Partners
Wisconsin
CCA
1130
Cadent Capital Advisors
Oklahoma
PA
1131
Procyon Advisors
Connecticut
TC
1132
Tairen Capital
Hong Kong
USWIA
1133
UP Strategic Wealth Investment Advisors
Pennsylvania
AC
1134
AlphaCore Capital
California
FAFN
1135
First Affirmative Financial Network
Colorado
VAG
1136
VisionPoint Advisory Group
Texas
WAG
1137
Wallace Advisory Group
California
ONB
1138
Old National Bancorp
Indiana
FFM
1139
Forum Financial Management
Illinois
CWA
1140
Clarity Wealth Advisors
California
DT
1141
Diversified Trust
Tennessee
KIM
1142
Kestra Investment Management
Texas
OWA
1143
Opal Wealth Advisors
New York
IIM
1144
Intact Investment Management
Quebec, Canada
HWM
1145
HighMark Wealth Management
Minnesota
NC
1146
NewSquare Capital
Pennsylvania
AWM
1147
Atticus Wealth Management
Florida
TPWA
1148
Twin Peaks Wealth Advisors
California
SO
1149
Sierra Ocean
California
BFPW
1150
BOK Financial Private Wealth
Colorado