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Broadridge

1,127 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 362 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 → $23.9B (-$1.19B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,127
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
Universal-Beteiligungs- und Servicegesellschaft
101
Universal-Beteiligungs- und Servicegesellschaft
Germany
$23.3M
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$23.3M
EWA
103
EP Wealth Advisors
California
$23.2M
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$23M
WDA
105
Wendell David Associates
New Hampshire
$22.4M
Aviva
106
Aviva
United Kingdom
$21.9M
TD Asset Management
107
TD Asset Management
Ontario, Canada
$21.7M
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
$21.4M
Citigroup
109
Citigroup
New York
$20.9M
DP
110
Dearborn Partners
Illinois
$20.6M
SAM
111
Storebrand Asset Management
Norway
$20.5M
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$20.5M
GCM
113
Geneva Capital Management
Wisconsin
$20.4M
New York State Teachers Retirement System (NYSTRS)
114
New York State Teachers Retirement System (NYSTRS)
New York
$20.1M
ECSS
115
Eurizon Capital SGR SpA
$19.2M
EAM
116
EULAV Asset Management
Florida
$19.2M
Korea Investment Corp
117
Korea Investment Corp
South Korea
$18.4M
Adage Capital Partners
118
Adage Capital Partners
Massachusetts
$18.2M
CAM
119
Congress Asset Management
Massachusetts
$17.6M
FAF
120
Första AP-fonden
Sweden
$17.5M
CIBC Asset Management
121
CIBC Asset Management
Ontario, Canada
$17.4M
NC
122
Nicholas Company
Wisconsin
$17.1M
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$16.8M
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$16.3M
GAM
125
Gotham Asset Management
New York
$15.2M