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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 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 funds holding

Funds holding:

more ownership

Funds ownership:

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: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
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
BBA
1151
Baader Bank Aktiengesellschaft
Germany
P
1152
Pitcairn
Pennsylvania
Walleye Capital
1153
Walleye Capital
New York
CMF
1154
Counterpoint Mutual Funds
California
QWP
1155
Quotient Wealth Partners
Texas
MAP
1156
Moody Aldrich Partners
Massachusetts
AIA
1157
Arrow Investment Advisors
Maryland
JF
1158
Jump Financial
Illinois
RW
1159
Rede Wealth
Virginia
LAM
1160
Longboard Asset Management
Arizona
KFS
1161
Kurt F. Somerville
MYLI
1162
Meiji Yasuda Life Insurance
Japan
PA
1163
PharVision Advisers
Florida
BFA
1164
Bill Few Associates
Pennsylvania
RWA
1165
River Wealth Advisors
Pennsylvania
VBA
1166
von Borstel & Associates
Oregon
MCM
1167
Mitchell Capital Management
Kansas
TCOTS
1168
Trust Company of the South
North Carolina
FGP
1169
Freestone Grove Partners
California
PCS
1170
Personal CFO Solutions
New Jersey
SWM
1171
Steinberganna Wealth Management
New York
ST
1172
Sageworth Trust
Pennsylvania
WCA
1173
Westover Capital Advisors
Delaware
HCMG
1174
Howard Capital Management Group
California
TSS
1175
Two Sigma Securities
New York