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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
AIA
1176
Arrow Investment Advisors
Maryland
-$275K -1,155 Closed
JF
1177
Jump Financial
Illinois
-$261K -1,095 Closed
RW
1178
Rede Wealth
Virginia
-$254K -1,063 Closed
LAM
1179
Longboard Asset Management
Arizona
-$243K -1,022 Closed
KFS
1180
Kurt F. Somerville
-$240K -1,006 Closed
MYLI
1181
Meiji Yasuda Life Insurance
Japan
-$234K -981 Closed
PA
1182
PharVision Advisers
Florida
-$228K -959 Closed
BFA
1183
Bill Few Associates
Pennsylvania
-$228K -956 Closed
RWA
1184
River Wealth Advisors
Pennsylvania
-$223K -936 Closed
VBA
1185
von Borstel & Associates
Oregon
-$207K -930 Closed
MCM
1186
Mitchell Capital Management
Kansas
-$221K -928 Closed
TCOTS
1187
Trust Company of the South
North Carolina
-$213K -895 Closed
FGP
1188
Freestone Grove Partners
California
-$211K -888 Closed
PCS
1189
Personal CFO Solutions
New Jersey
-$210K -880 Closed
SWM
1190
Steinberganna Wealth Management
New York
-$210K -880 Closed
ST
1191
Sageworth Trust
Pennsylvania
-$209K -879 Closed
HCMG
1192
Howard Capital Management Group
California
-$208K -875 Closed
WCA
1193
Westover Capital Advisors
Delaware
-$208K -875 Closed
TSS
1194
Two Sigma Securities
New York
-$207K -868 Closed
EFSCE
1195
Enterprise Financial Services Corp (EFSC)
Missouri
-$206K -866 Closed
HKIMG
1196
Hutchens & Kramer Investment Management Group
Indiana
-$206K -865 Closed
KFSC
1197
Keystone Financial Services (Colorado)
Colorado
-$206K -863 Closed
SFA
1198
Souders Financial Advisors
Ohio
-$204K -856 Closed
ESB
1199
Essex Savings Bank
Connecticut
-$204K -855 Closed
PEAK6
1200
PEAK6
Illinois
-$137K -574 Closed