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Broadridge

1,120 hedge funds and large institutions have $23.8B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 361 increasing their positions, 436 reducing their positions, and 89 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 → $23.8B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,120
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
Corient Private Wealth
Corient Private Wealth
Florida
+$111M

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
GC
1126
Gillson Capital
Illinois
Zurich Cantonal Bank
1127
Zurich Cantonal Bank
Switzerland
EGM
1128
Engineers Gate Manager
New York
SPS
1129
Susquehanna Portfolio Strategies
Pennsylvania
N
1130
Numerai
California
LOAME
1131
Lombard Odier Asset Management (Europe)
United Kingdom
CCIA
1132
Campbell & Co Investment Adviser
Maryland
OQS
1133
Occudo Quantitative Strategies
Florida
LAM
1134
LECAP Asset Management
United Kingdom
Holocene Advisors
1135
Holocene Advisors
New York
DFCM
1136
Dark Forest Capital Management
Puerto Rico
CIBC World Market
1137
CIBC World Market
Ontario, Canada
OCM
1138
Orser Capital Management
Texas
SG
1139
Sienna Gestion
France
Marshall Wace
1140
Marshall Wace
United Kingdom
RS
1141
R Squared
Hong Kong
SPA
1142
Sherbrooke Park Advisers
New York
JF
1143
JSF Financial
California
SSA
1144
Schonfeld Strategic Advisors
New York
I
1145
InceptionR
California
QCM
1146
Qsemble Capital Management
New York
BAM
1147
Blueshift Asset Management
New Jersey
MWM
1148
MorganRosel Wealth Management
Colorado
BFA
1149
Beaumont Financial Advisors
Massachusetts
WI
1150
WBI Investments
New Jersey