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Broadridge

1,120 hedge funds and large institutions have $23.8B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 361 increasing their positions, 436 reducing their positions, and 89 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 → $23.8B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,120
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
Corient Private Wealth
Corient Private Wealth
Florida
+$111M

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
BJL
1151
Brighton Jones LLC
Washington
GWMR
1152
GC Wealth Management RIA
Massachusetts
VCM
1153
Voleon Capital Management
California
PFGIA
1154
Patriot Financial Group Insurance Agency
Massachusetts
LIA
1155
LBMC Investment Advisors
Tennessee
MNA
1156
Manning & Napier Advisors
New York
NP
1157
NorthRock Partners
Minnesota
JSW
1158
Journey Strategic Wealth
New Jersey
BBA
1159
Baader Bank Aktiengesellschaft
Germany
P
1160
Pitcairn
Pennsylvania
Walleye Capital
1161
Walleye Capital
New York
CMF
1162
Counterpoint Mutual Funds
California
QWP
1163
Quotient Wealth Partners
Texas
MAP
1164
Moody Aldrich Partners
Massachusetts
AIA
1165
Arrow Investment Advisors
Maryland
JF
1166
Jump Financial
Illinois
RW
1167
Rede Wealth
Virginia
LAM
1168
Longboard Asset Management
Arizona
KFS
1169
Kurt F. Somerville
MYLI
1170
Meiji Yasuda Life Insurance
Japan
PA
1171
PharVision Advisers
Florida
BFA
1172
Bill Few Associates
Pennsylvania
RWA
1173
River Wealth Advisors
Pennsylvania
VBA
1174
von Borstel & Associates
Oregon
MCM
1175
Mitchell Capital Management
Kansas