BR icon

Broadridge

1,120 hedge funds and large institutions have $23.8B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 361 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 → $23.8B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,120
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
DB
126
Danske Bank
Denmark
$15M
ROC
127
Running Oak Capital
Minnesota
$14.9M
AC
128
Addenda Capital
Quebec, Canada
$14.8M
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.8M
LA
130
LBP AM
France
$14.8M
VMPIC
131
Varma Mutual Pension Insurance Co
Finland
$14.7M
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$14.6M
Pictet Asset Management
133
Pictet Asset Management
Switzerland
$14.6M
WPI
134
Walter Public Investments
Canada
$14.6M
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$14.6M
Truist Financial
136
Truist Financial
North Carolina
$14.4M
AAF
137
Andra AP-fonden
Sweden
$14.3M
SEI Investments
138
SEI Investments
Pennsylvania
$13.7M
KLWA
139
Kelly Lawrence W & Associates
California
$13.6M
MFWM
140
Motley Fool Wealth Management
Virginia
$13.3M
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$13.2M
DLA
142
Douglas Lane & Associates
New York
$13.1M
GIA
143
GHP Investment Advisors
Colorado
$12.9M
WT
144
Washington Trust
Rhode Island
$12.8M
AAM
145
Advisors Asset Management
Colorado
$12.8M
Prudential Financial
146
Prudential Financial
New Jersey
$12.6M
CGH
147
Crossmark Global Holdings
Texas
$12.5M
Asset Management One
148
Asset Management One
Japan
$12.5M
MCM
149
McRae Capital Management
New Jersey
$12.5M
VOYA Investment Management
150
VOYA Investment Management
Georgia
$12.3M