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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
EFSCE
1176
Enterprise Financial Services Corp (EFSC)
Missouri
HKIMG
1177
Hutchens & Kramer Investment Management Group
Indiana
KFSC
1178
Keystone Financial Services (Colorado)
Colorado
SFA
1179
Souders Financial Advisors
Ohio
ESB
1180
Essex Savings Bank
Connecticut
PEAK6
1181
PEAK6
Illinois
CCA
1182
Catalyst Capital Advisors
New York
AAS
1183
Ameritas Advisory Services
Nebraska
BCM
1184
Blume Capital Management
California
SIC
1185
Salem Investment Counselors
North Carolina
ABWM
1186
Alpine Bank Wealth Management
Colorado
SCA
1187
Stuart Chaussee & Associates
California
CIAM
1188
Caitong International Asset Management
Hong Kong
EPW
1189
Evergreen Private Wealth
Colorado
FUBT
1190
First United Bank & Trust
Maryland
RA
1191
Rise Advisors
New York
CFD
1192
Creative Financial Designs
Indiana
JWM
1193
JPL Wealth Management
Colorado
AT
1194
Arlington Trust
Alabama
TCM
1195
TruNorth Capital Management
Michigan
CCM
1196
Cloud Capital Management
Washington
FDCP
1197
Foster Dykema Cabot & Partners
Massachusetts
PG
1198
Proffitt & Goodson
Tennessee
TIM
1199
Tortoise Investment Management
New York
PP
1200
Pacifica Partners
Canada