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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
Two Sigma Investments
151
Two Sigma Investments
New York
$12.2M
DekaBank Deutsche Girozentrale
152
DekaBank Deutsche Girozentrale
Germany
$12M
Federated Hermes
153
Federated Hermes
Pennsylvania
$11.9M
FNBOO
154
First National Bank of Omaha
Nebraska
$11.7M
IG
155
ING Group
Netherlands
$11.7M
CB
156
Commerce Bank
Missouri
$11.5M
AIMC
157
Alley Investment Management Company
Illinois
$11.5M
ProShare Advisors
158
ProShare Advisors
Maryland
$11.3M
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$11M
Treasurer of the State of North Carolina
160
Treasurer of the State of North Carolina
North Carolina
$10.9M
Tudor Investment Corp
161
Tudor Investment Corp
Connecticut
$10.6M
Mirae Asset Global ETFs Holdings
162
Mirae Asset Global ETFs Holdings
Hong Kong
$10.5M
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$10.5M
US Bancorp
164
US Bancorp
Minnesota
$10.2M
MSV
165
MN Services Vermogensbeheer
Netherlands
$10.1M
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$10.1M
N
167
Natixis
France
$10M
SAM
168
Southernsun Asset Management
Tennessee
$10M
MCM
169
Mattern Capital Management
Colorado
$9.89M
FAF
170
Fjarde Ap-fonden
Sweden
$9.85M
HighTower Advisors
171
HighTower Advisors
Illinois
$9.73M
AssetMark Inc
172
AssetMark Inc
California
$9.59M
AWM
173
Apollon Wealth Management
South Carolina
$9.34M
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$9.32M
AMM
175
American Money Management
California
$9.28M