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Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
126
Abacus FCF Advisors
Florida
$15M +$15.4M +67,329 New
DB
127
Danske Bank
Denmark
$15M +$1.19M +5,200 +8%
ROC
128
Running Oak Capital
Minnesota
$14.9M -$417K -1,827 -3%
AC
129
Addenda Capital
Quebec, Canada
$14.8M -$211K -923 -1%
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.8M -$161K -705 -1%
LA
131
LBP AM
France
$14.8M +$4.89M +21,427 +48%
VMPIC
132
Varma Mutual Pension Insurance Co
Finland
$14.7M +$15M +65,900 New
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$14.6M -$1.39M -6,091 -8%
Pictet Asset Management
134
Pictet Asset Management
Switzerland
$14.6M -$1.21M -5,309 -7%
WPI
135
Walter Public Investments
Canada
$14.6M -$1.16M -5,100 -7%
State of Wisconsin Investment Board
136
State of Wisconsin Investment Board
Wisconsin
$14.6M -$1.63M -7,144 -10%
Truist Financial
137
Truist Financial
North Carolina
$14.4M -$4.88M -21,376 -25%
AAF
138
Andra AP-fonden
Sweden
$14.3M +$7.94M +34,800 +118%
SEI Investments
139
SEI Investments
Pennsylvania
$13.7M -$2.03M -8,918 -13%
KLWA
140
Kelly Lawrence W & Associates
California
$13.6M -$105K -460 -0.7%
MFWM
141
Motley Fool Wealth Management
Virginia
$13.3M -$2.31M -10,125 -15%
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$13.2M -$124K -545 -0.9%
DLA
143
Douglas Lane & Associates
New York
$13.1M -$233K -1,021 -2%
GIA
144
GHP Investment Advisors
Colorado
$12.9M +$407K +1,785 +3%
WT
145
Washington Trust
Rhode Island
$12.8M -$60.9K -267 -0.5%
AAM
146
Advisors Asset Management
Colorado
$12.8M -$430K -1,887 -3%
Prudential Financial
147
Prudential Financial
New Jersey
$12.6M -$1.6M -7,003 -11%
CGH
148
Crossmark Global Holdings
Texas
$12.5M +$1.82K +8 +0%
Asset Management One
149
Asset Management One
Japan
$12.5M -$552K -2,420 -4%
MCM
150
McRae Capital Management
New Jersey
$12.5M -$437K -1,916 -3%