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Broadridge

1,108 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 360 increasing their positions, 433 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 ownership

Funds ownership:

more funds holding

Funds holding:

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: 433

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,108
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
OCM
1126
Orser Capital Management
Texas
SG
1127
Sienna Gestion
France
Marshall Wace
1128
Marshall Wace
United Kingdom
RS
1129
R Squared
Hong Kong
SPA
1130
Sherbrooke Park Advisers
New York
JF
1131
JSF Financial
California
SSA
1132
Schonfeld Strategic Advisors
New York
I
1133
InceptionR
California
QCM
1134
Qsemble Capital Management
New York
BAM
1135
Blueshift Asset Management
New Jersey
MWM
1136
MorganRosel Wealth Management
Colorado
BFA
1137
Beaumont Financial Advisors
Massachusetts
WI
1138
WBI Investments
New Jersey
BJL
1139
Brighton Jones LLC
Washington
GWMR
1140
GC Wealth Management RIA
Massachusetts
VCM
1141
Voleon Capital Management
California
PFGIA
1142
Patriot Financial Group Insurance Agency
Massachusetts
LIA
1143
LBMC Investment Advisors
Tennessee
MNA
1144
Manning & Napier Advisors
New York
NP
1145
NorthRock Partners
Minnesota
JSW
1146
Journey Strategic Wealth
New Jersey
BBA
1147
Baader Bank Aktiengesellschaft
Germany
P
1148
Pitcairn
Pennsylvania
Walleye Capital
1149
Walleye Capital
New York
CMF
1150
Counterpoint Mutual Funds
California