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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$23.3M
EWA
102
EP Wealth Advisors
California
$23.2M
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$23M
WDA
104
Wendell David Associates
New Hampshire
$22.4M
Aviva
105
Aviva
United Kingdom
$21.9M
TD Asset Management
106
TD Asset Management
Ontario, Canada
$21.7M
Mackenzie Financial
107
Mackenzie Financial
Ontario, Canada
$21.4M
Citigroup
108
Citigroup
New York
$20.9M
DP
109
Dearborn Partners
Illinois
$20.6M
New York State Common Retirement Fund
110
New York State Common Retirement Fund
New York
$20.5M
GCM
111
Geneva Capital Management
Wisconsin
$20.4M
New York State Teachers Retirement System (NYSTRS)
112
New York State Teachers Retirement System (NYSTRS)
New York
$20.1M
ECSS
113
Eurizon Capital SGR SpA
$19.2M
EAM
114
EULAV Asset Management
Florida
$19.2M
Korea Investment Corp
115
Korea Investment Corp
South Korea
$18.4M
Adage Capital Partners
116
Adage Capital Partners
Massachusetts
$18.2M
CAM
117
Congress Asset Management
Massachusetts
$17.6M
FAF
118
Första AP-fonden
Sweden
$17.5M
CIBC Asset Management
119
CIBC Asset Management
Ontario, Canada
$17.4M
NC
120
Nicholas Company
Wisconsin
$17.1M
Mitsubishi UFJ Trust & Banking
121
Mitsubishi UFJ Trust & Banking
Japan
$16.8M
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$16.3M
GAM
123
Gotham Asset Management
New York
$15.2M
AFA
124
Abacus FCF Advisors
Florida
$15M
DB
125
Danske Bank
Denmark
$15M