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Broadridge

1,108 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 360 increasing their positions, 433 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 ownership

Funds ownership:

more funds holding

Funds holding:

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: 433

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,108
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
QWP
1151
Quotient Wealth Partners
Texas
MAP
1152
Moody Aldrich Partners
Massachusetts
AIA
1153
Arrow Investment Advisors
Maryland
JF
1154
Jump Financial
Illinois
RW
1155
Rede Wealth
Virginia
LAM
1156
Longboard Asset Management
Arizona
KFS
1157
Kurt F. Somerville
MYLI
1158
Meiji Yasuda Life Insurance
Japan
PA
1159
PharVision Advisers
Florida
BFA
1160
Bill Few Associates
Pennsylvania
RWA
1161
River Wealth Advisors
Pennsylvania
VBA
1162
von Borstel & Associates
Oregon
MCM
1163
Mitchell Capital Management
Kansas
TCOTS
1164
Trust Company of the South
North Carolina
FGP
1165
Freestone Grove Partners
California
SWM
1166
Steinberganna Wealth Management
New York
PCS
1167
Personal CFO Solutions
New Jersey
ST
1168
Sageworth Trust
Pennsylvania
WCA
1169
Westover Capital Advisors
Delaware
HCMG
1170
Howard Capital Management Group
California
TSS
1171
Two Sigma Securities
New York
EFSCE
1172
Enterprise Financial Services Corp (EFSC)
Missouri
HKIMG
1173
Hutchens & Kramer Investment Management Group
Indiana
KFSC
1174
Keystone Financial Services (Colorado)
Colorado
SFA
1175
Souders Financial Advisors
Ohio