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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
FNBT
151
FineMark National Bank & Trust
Florida
$12.2M
Two Sigma Investments
152
Two Sigma Investments
New York
$12.2M
DekaBank Deutsche Girozentrale
153
DekaBank Deutsche Girozentrale
Germany
$12M
Federated Hermes
154
Federated Hermes
Pennsylvania
$11.9M
FNBOO
155
First National Bank of Omaha
Nebraska
$11.7M
IG
156
ING Group
Netherlands
$11.7M
CB
157
Commerce Bank
Missouri
$11.5M
AIMC
158
Alley Investment Management Company
Illinois
$11.5M
ProShare Advisors
159
ProShare Advisors
Maryland
$11.3M
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$11M
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$10.9M
Tudor Investment Corp
162
Tudor Investment Corp
Connecticut
$10.6M
Mirae Asset Global ETFs Holdings
163
Mirae Asset Global ETFs Holdings
Hong Kong
$10.5M
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$10.5M
US Bancorp
165
US Bancorp
Minnesota
$10.2M
MSV
166
MN Services Vermogensbeheer
Netherlands
$10.1M
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$10.1M
N
168
Natixis
France
$10M
SAM
169
Southernsun Asset Management
Tennessee
$10M
MCM
170
Mattern Capital Management
Colorado
$9.89M
FAF
171
Fjarde Ap-fonden
Sweden
$9.85M
HighTower Advisors
172
HighTower Advisors
Illinois
$9.73M
AssetMark Inc
173
AssetMark Inc
California
$9.59M
AWM
174
Apollon Wealth Management
South Carolina
$9.34M
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$9.32M