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Broadridge

1,100 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, 373 increasing their positions, 395 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 395

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
1,100
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
AG
1126
Algert Global
California
BC
1127
Bayforest Capital
United Kingdom
VCM
1128
Vivaldi Capital Management
Illinois
ANBT
1129
American National Bank & Trust
Texas
CWMK
1130
Caliber Wealth Management (Kansas)
Kansas
FPAS
1131
Focus Partners Advisor Solutions
Missouri
JIP
1132
Jaffetilchin Investment Partners
Florida
NWAG
1133
Net Worth Advisory Group
Utah
FIM
1134
Freedom Investment Management
Connecticut
PTC
1135
Petrus Trust Company
Texas
Walleye Trading
1136
Walleye Trading
New York
MPM
1137
MBB Public Markets
Illinois
LP
1138
LMR Partners
United Kingdom
SLG
1139
Stanley-Laman Group
Pennsylvania
GCM
1140
Gallacher Capital Management
Colorado
CGL
1141
Clarius Group LLC
Washington
PP
1142
PDS Planning
Ohio
CCP
1143
Cushing Capital Partners
Wisconsin
CCA
1144
Cadent Capital Advisors
Oklahoma
PA
1145
Procyon Advisors
Connecticut
TC
1146
Tairen Capital
Hong Kong
USWIA
1147
UP Strategic Wealth Investment Advisors
Pennsylvania
AC
1148
AlphaCore Capital
California
FAFN
1149
First Affirmative Financial Network
Colorado
VAG
1150
VisionPoint Advisory Group
Texas