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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
Marshall Wace
1151
Marshall Wace
United Kingdom
-$1.1M -4,613 Closed
RS
1152
R Squared
Hong Kong
-$1.02M -4,300 Closed
SPA
1153
Sherbrooke Park Advisers
New York
-$981K -4,121 Closed
JF
1154
JSF Financial
California
-$925K -3,886 Closed
SSA
1155
Schonfeld Strategic Advisors
New York
-$917K -3,852 Closed
I
1156
InceptionR
California
-$909K -3,818 Closed
QCM
1157
Qsemble Capital Management
New York
-$827K -3,473 Closed
BAM
1158
Blueshift Asset Management
New Jersey
-$724K -3,039 Closed
MWM
1159
MorganRosel Wealth Management
Colorado
-$704K -2,956 Closed
BFA
1160
Beaumont Financial Advisors
Massachusetts
-$700K -2,938 Closed
WI
1161
WBI Investments
New Jersey
-$652K -2,738 Closed
BJL
1162
Brighton Jones LLC
Washington
-$568K -2,384 Closed
GWMR
1163
GC Wealth Management RIA
Massachusetts
-$558K -2,342 Closed
VCM
1164
Voleon Capital Management
California
-$542K -2,274 Closed
PFGIA
1165
Patriot Financial Group Insurance Agency
Massachusetts
-$466K -1,956 Closed
LIA
1166
LBMC Investment Advisors
Tennessee
-$421K -1,767 Closed
MNA
1167
Manning & Napier Advisors
New York
-$411K -1,727 Closed
NP
1168
NorthRock Partners
Minnesota
-$409K -1,718 Closed
JSW
1169
Journey Strategic Wealth
New Jersey
-$389K -1,635 Closed
BBA
1170
Baader Bank Aktiengesellschaft
Germany
-$386K -1,624 Closed
P
1171
Pitcairn
Pennsylvania
-$386K -1,621 Closed
Walleye Capital
1172
Walleye Capital
New York
-$384K -1,612 Closed
CMF
1173
Counterpoint Mutual Funds
California
-$313K -1,314 Closed
QWP
1174
Quotient Wealth Partners
Texas
-$304K -1,275 Closed
MAP
1175
Moody Aldrich Partners
Massachusetts
-$278K -1,166 Closed