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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

68% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $48.8M

Holders
1,085
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.5M
Puts
$48.8M
Net Calls
Net Calls Change

Top Sellers

1 -$312M
2 -$147M
3 -$133M
4
Millennium Management
Millennium Management
New York
-$76.6M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
126
Pictet Asset Management
Switzerland
$16.9M
WPI
127
Walter Public Investments
Canada
$16.8M
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$16.8M
SEI Investments
129
SEI Investments
Pennsylvania
$16.8M
MFWM
130
Motley Fool Wealth Management
Virginia
$16.6M
ROC
131
Running Oak Capital
Minnesota
$16.4M
AC
132
Addenda Capital
Quebec, Canada
$16M
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16M
CIBC Asset Management
134
CIBC Asset Management
Ontario, Canada
$15.8M
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.3M
Jacobs Levy Equity Management
136
Jacobs Levy Equity Management
New Jersey
$15.2M
Prudential Financial
137
Prudential Financial
New Jersey
$15.1M
IG
138
ING Group
Netherlands
$14.9M
DB
139
Danske Bank
Denmark
$14.8M
KLWA
140
Kelly Lawrence W & Associates
California
$14.7M
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$14.2M
DLA
142
Douglas Lane & Associates
New York
$14.2M
AAM
143
Advisors Asset Management
Colorado
$14.1M
MCM
144
McRae Capital Management
New Jersey
$13.8M
WT
145
Washington Trust
Rhode Island
$13.8M
Asset Management One
146
Asset Management One
Japan
$13.6M
SFI
147
Susquehanna Fundamental Investments
Pennsylvania
$13.6M
FNBT
148
FineMark National Bank & Trust
Florida
$13.6M
GIA
149
GHP Investment Advisors
Colorado
$13.4M
CGH
150
Crossmark Global Holdings
Texas
$13.3M