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Broadridge

1,101 hedge funds and large institutions have $25.1B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 394 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 394

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
1,101
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 Buyers

1 +$803M
2 +$169M
3 +$72.9M
4
JCM
Junto Capital Management
New York
+$67.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$65.9M

Top Sellers

1 -$326M
2 -$154M
3 -$139M
4
Millennium Management
Millennium Management
New York
-$80.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VAG
1151
VisionPoint Advisory Group
Texas
WAG
1152
Wallace Advisory Group
California
ONB
1153
Old National Bancorp
Indiana
FFM
1154
Forum Financial Management
Illinois
DT
1155
Diversified Trust
Tennessee
CWA
1156
Clarity Wealth Advisors
California
KIM
1157
Kestra Investment Management
Texas
OWA
1158
Opal Wealth Advisors
New York
IIM
1159
Intact Investment Management
Quebec, Canada
HWM
1160
HighMark Wealth Management
Minnesota
NC
1161
NewSquare Capital
Pennsylvania
AWM
1162
Atticus Wealth Management
Florida
TPWA
1163
Twin Peaks Wealth Advisors
California
SO
1164
Sierra Ocean
California
BFPW
1165
BOK Financial Private Wealth
Colorado
PSFG
1166
Park Square Financial Group
Georgia
CCMI
1167
Creative Capital Management Investments
California
WCM
1168
WealthTrak Capital Management
Virginia
MTIC
1169
Missouri Trust & Investment Company
Missouri
YP
1170
YANKCOM Partnership
South Dakota
HWA
1171
HHM Wealth Advisors
Tennessee
T
1172
Transce3nd
Texas
TIM
1173
Total Investment Management
Arizona
SC
1174
Stephens Consulting
Michigan
WA
1175
Whipplewood Advisors
Colorado