We are live on ! Find out more
BR icon

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
VOYA Investment Management
151
VOYA Investment Management
Georgia
$12.3M +$152K +666 +1%
FNBT
152
FineMark National Bank & Trust
Florida
$12.2M -$537K -2,353 -4%
Two Sigma Investments
153
Two Sigma Investments
New York
$12.2M +$9.91M +43,464 +391%
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$12M
Federated Hermes
155
Federated Hermes
Pennsylvania
$11.9M +$486K +2,129 +4%
FNBOO
156
First National Bank of Omaha
Nebraska
$11.7M -$15.7K -69 -0.1%
IG
157
ING Group
Netherlands
$11.7M -$2.34M -10,257 -16%
CB
158
Commerce Bank
Missouri
$11.5M -$745K -3,267 -6%
AIMC
159
Alley Investment Management Company
Illinois
$11.5M -$23.5K -103 -0.2%
ProShare Advisors
160
ProShare Advisors
Maryland
$11.3M +$776K +3,402 +7%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$11M +$55.6K +244 +0.5%
Treasurer of the State of North Carolina
162
Treasurer of the State of North Carolina
North Carolina
$10.9M -$814K -3,570 -7%
Tudor Investment Corp
163
Tudor Investment Corp
Connecticut
$10.6M +$10.8M +47,274 New
Mirae Asset Global ETFs Holdings
164
Mirae Asset Global ETFs Holdings
Hong Kong
$10.5M +$3.56M +15,588 +50%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$10.5M +$172K +753 +2%
US Bancorp
166
US Bancorp
Minnesota
$10.2M -$809K -3,548 -7%
MSV
167
MN Services Vermogensbeheer
Netherlands
$10.1M +$131K +576 +1%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$10.1M +$224K +981 +2%
N
169
Natixis
France
$10M +$2.97M +13,030 +41%
SAM
170
Southernsun Asset Management
Tennessee
$10M +$456 +2 +0%
MCM
171
Mattern Capital Management
Colorado
$9.89M +$560K +2,456 +6%
FAF
172
Fjarde Ap-fonden
Sweden
$9.85M -$1.53M -6,700 -13%
HighTower Advisors
173
HighTower Advisors
Illinois
$9.73M -$734K -3,220 -7%
AssetMark Inc
174
AssetMark Inc
California
$9.59M +$2.26M +9,914 +30%
AWM
175
Apollon Wealth Management
South Carolina
$9.34M +$36.7K +161 +0.4%