BR icon

Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 389 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 389

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
1,093
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 Sellers

1 -$312M
2 -$147M
3 -$133M
4
Millennium Management
Millennium Management
New York
-$76.6M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1126
Jaffetilchin Investment Partners
Florida
NWAG
1127
Net Worth Advisory Group
Utah
FIM
1128
Freedom Investment Management
Connecticut
PTC
1129
Petrus Trust Company
Texas
Walleye Trading
1130
Walleye Trading
New York
MPM
1131
MBB Public Markets
Illinois
LP
1132
LMR Partners
United Kingdom
SLG
1133
Stanley-Laman Group
Pennsylvania
GCM
1134
Gallacher Capital Management
Colorado
CGL
1135
Clarius Group LLC
Washington
PP
1136
PDS Planning
Ohio
CCP
1137
Cushing Capital Partners
Wisconsin
CCA
1138
Cadent Capital Advisors
Oklahoma
PA
1139
Procyon Advisors
Connecticut
TC
1140
Tairen Capital
Hong Kong
USWIA
1141
UP Strategic Wealth Investment Advisors
Pennsylvania
AC
1142
AlphaCore Capital
California
FAFN
1143
First Affirmative Financial Network
Colorado
VAG
1144
VisionPoint Advisory Group
Texas
WAG
1145
Wallace Advisory Group
California
ONB
1146
Old National Bancorp
Indiana
FFM
1147
Forum Financial Management
Illinois
CWA
1148
Clarity Wealth Advisors
California
DT
1149
Diversified Trust
Tennessee
KIM
1150
Kestra Investment Management
Texas