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Broadridge

1,101 hedge funds and large institutions have $25.1B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 394 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 394

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
1,101
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 Buyers

1 +$803M
2 +$169M
3 +$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1 -$326M
2 -$154M
3 -$139M
4
Millennium Management
Millennium Management
New York
-$80.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1126
OmniStar Financial Group
North Carolina
AG
1127
Algert Global
California
BC
1128
Bayforest Capital
United Kingdom
VCM
1129
Vivaldi Capital Management
Illinois
ANBT
1130
American National Bank & Trust
Texas
CWMK
1131
Caliber Wealth Management (Kansas)
Kansas
FPAS
1132
Focus Partners Advisor Solutions
Missouri
JIP
1133
Jaffetilchin Investment Partners
Florida
NWAG
1134
Net Worth Advisory Group
Utah
FIM
1135
Freedom Investment Management
Connecticut
PTC
1136
Petrus Trust Company
Texas
Walleye Trading
1137
Walleye Trading
New York
MPM
1138
MBB Public Markets
Illinois
LP
1139
LMR Partners
United Kingdom
SLG
1140
Stanley-Laman Group
Pennsylvania
GCM
1141
Gallacher Capital Management
Colorado
CGL
1142
Clarius Group LLC
Washington
PP
1143
PDS Planning
Ohio
CCP
1144
Cushing Capital Partners
Wisconsin
CCA
1145
Cadent Capital Advisors
Oklahoma
PA
1146
Procyon Advisors
Connecticut
TC
1147
Tairen Capital
Hong Kong
USWIA
1148
UP Strategic Wealth Investment Advisors
Pennsylvania
AC
1149
AlphaCore Capital
California
FAFN
1150
First Affirmative Financial Network
Colorado