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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
DekaBank Deutsche Girozentrale
151
DekaBank Deutsche Girozentrale
Germany
$13.3M
CB
152
Commerce Bank
Missouri
$13.1M
VOYA Investment Management
153
VOYA Investment Management
Georgia
$12.9M
TC
154
TwinBeech Capital
New York
$12.7M
Renaissance Technologies
155
Renaissance Technologies
New York
$12.6M
FNBOO
156
First National Bank of Omaha
Nebraska
$12.6M
Treasurer of the State of North Carolina
157
Treasurer of the State of North Carolina
North Carolina
$12.5M
AIMC
158
Alley Investment Management Company
Illinois
$12.3M
Federated Hermes
159
Federated Hermes
Pennsylvania
$12.2M
FAF
160
Fjarde Ap-fonden
Sweden
$12.1M
YIH
161
Y-Intercept (HK)
Hong Kong
$12M
GC
162
Gillson Capital
Illinois
$11.9M
US Bancorp
163
US Bancorp
Minnesota
$11.8M
Citadel Advisors
164
Citadel Advisors
Florida
$11.7M
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$11.6M
Schroder Investment Management Group
166
Schroder Investment Management Group
United Kingdom
$11.5M
ProShare Advisors
167
ProShare Advisors
Maryland
$11.3M
Ensign Peak Advisors
168
Ensign Peak Advisors
Utah
$11.2M
IWC
169
Integrated Wealth Concepts
Massachusetts
$11.2M
HighTower Advisors
170
HighTower Advisors
Illinois
$11.1M
Handelsbanken Fonder
171
Handelsbanken Fonder
Sweden
$11M
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$10.8M
LA
173
LBP AM
France
$10.7M
Swedbank
174
Swedbank
Sweden
$10.7M
SAM
175
Southernsun Asset Management
Tennessee
$10.7M