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Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
1126
Cornerstone Financial Management
Massachusetts
$446 +$456 +2 New
LIA
1127
Luken Investment Analytics
Tennessee
$446 +$456 +2 New
DCM
1128
Davis Capital Management
Florida
$223
RS
1129
Rakuten Securities
Japan
$223
IRAG
1130
Investment Research & Advisory Group
Georgia
$223 +$228 +1 New
WAG
1131
Wilkerson Advisory Group
Missouri
$223 +$228 +1 New
JCM
1132
Junto Capital Management
New York
-$64.8M -271,872 Closed
Kovitz Investment Group Partners
1133
Kovitz Investment Group Partners
Illinois
-$20.8M -87,207 Closed
TI
1134
Tidal Investments
Wisconsin
-$19.9M -83,524 Closed
TC
1135
TwinBeech Capital
New York
-$12.7M -53,346 Closed
Renaissance Technologies
1136
Renaissance Technologies
New York
-$12.6M -52,800 Closed
GC
1137
Gillson Capital
Illinois
-$11.9M -49,810 Closed
Zurich Cantonal Bank
1138
Zurich Cantonal Bank
Switzerland
-$9.47M -41,534 Closed
EGM
1139
Engineers Gate Manager
New York
-$7.59M -31,873 Closed
SPS
1140
Susquehanna Portfolio Strategies
Pennsylvania
-$6.26M -26,269 Closed
N
1141
Numerai
California
-$5.3M -22,264 Closed
LOAME
1142
Lombard Odier Asset Management (Europe)
United Kingdom
-$4.32M -18,118 Closed
CCIA
1143
Campbell & Co Investment Adviser
Maryland
-$3.61M -15,163 Closed
OQS
1144
Occudo Quantitative Strategies
Florida
-$3.2M -13,426 Closed
LAM
1145
LECAP Asset Management
United Kingdom
-$2.7M -11,357 Closed
Holocene Advisors
1146
Holocene Advisors
New York
-$2.14M -8,984 Closed
DFCM
1147
Dark Forest Capital Management
Puerto Rico
-$1.34M -5,620 Closed
CIBC World Market
1148
CIBC World Market
Ontario, Canada
-$1.28M -5,395 Closed
OCM
1149
Orser Capital Management
Texas
-$1.21M -5,088 Closed
SG
1150
Sienna Gestion
France
-$1.1M -5,048 Closed