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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
ROC
126
Running Oak Capital
Minnesota
$14.9M
AC
127
Addenda Capital
Quebec, Canada
$14.8M
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.8M
LA
129
LBP AM
France
$14.8M
VMPIC
130
Varma Mutual Pension Insurance Co
Finland
$14.7M
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$14.6M
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$14.6M
WPI
133
Walter Public Investments
Canada
$14.6M
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$14.6M
Truist Financial
135
Truist Financial
North Carolina
$14.4M
AAF
136
Andra AP-fonden
Sweden
$14.3M
SEI Investments
137
SEI Investments
Pennsylvania
$13.7M
KLWA
138
Kelly Lawrence W & Associates
California
$13.6M
MFWM
139
Motley Fool Wealth Management
Virginia
$13.3M
Chevy Chase Trust
140
Chevy Chase Trust
Maryland
$13.2M
DLA
141
Douglas Lane & Associates
New York
$13.1M
GIA
142
GHP Investment Advisors
Colorado
$12.9M
WT
143
Washington Trust
Rhode Island
$12.8M
AAM
144
Advisors Asset Management
Colorado
$12.8M
Prudential Financial
145
Prudential Financial
New Jersey
$12.6M
CGH
146
Crossmark Global Holdings
Texas
$12.5M
Asset Management One
147
Asset Management One
Japan
$12.5M
MCM
148
McRae Capital Management
New Jersey
$12.5M
VOYA Investment Management
149
VOYA Investment Management
Georgia
$12.3M
FNBT
150
FineMark National Bank & Trust
Florida
$12.2M