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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
CCA
1201
Catalyst Capital Advisors
New York
-$103K -434 Closed
AAS
1202
Ameritas Advisory Services
Nebraska
-$89K -374 Closed
BCM
1203
Blume Capital Management
California
-$54.5K -229 Closed
SIC
1204
Salem Investment Counselors
North Carolina
-$53.8K -225 Closed
ABWM
1205
Alpine Bank Wealth Management
Colorado
-$52.2K -219 Closed
SCA
1206
Stuart Chaussee & Associates
California
-$38.8K -163 Closed
EPW
1207
Evergreen Private Wealth
Colorado
-$33.6K -141 Closed
FUBT
1208
First United Bank & Trust
Maryland
-$14.3K -60 Closed
RA
1209
Rise Advisors
New York
-$12.9K -54 Closed
CFD
1210
Creative Financial Designs
Indiana
-$8.57K -36 Closed
JWM
1211
JPL Wealth Management
Colorado
-$8.34K -35 Closed
AT
1212
Arlington Trust
Alabama
-$7.14K -30 Closed
TCM
1213
TruNorth Capital Management
Michigan
-$5.95K -25 Closed
CCM
1214
Cloud Capital Management
Washington
-$5K -22 Closed
FDCP
1215
Foster Dykema Cabot & Partners
Massachusetts
-$5.26K -22 Closed
PG
1216
Proffitt & Goodson
Tennessee
-$4.05K -17 Closed
TIM
1217
Tortoise Investment Management
New York
-$3.33K -14 Closed
PP
1218
Pacifica Partners
Canada
-$2.58K -11 Closed
AT
1219
Avalon Trust
New Mexico
-$477 -2 Closed
HC
1220
Hurley Capital
New York
-$238 -1 Closed