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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
MSV
176
MN Services Vermogensbeheer
Netherlands
$10.7M
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$10.5M
PI
178
PineBridge Investments
New York
$10.5M
MCM
179
Mattern Capital Management
Colorado
$9.97M
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$9.95M
AWM
181
Apollon Wealth Management
South Carolina
$9.93M
KK
182
KLP Kapitalforvaltning
Norway
$9.89M
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$9.89M
Comerica Bank
184
Comerica Bank
Texas
$9.81M
SMP
185
Santa Monica Partners
Florida
$9.72M
EF
186
Empowered Funds
Pennsylvania
$9.53M
LWM
187
Lyell Wealth Management
California
$9.43M
State of New Jersey Common Pension Fund D
188
State of New Jersey Common Pension Fund D
New Jersey
$9.4M
COA
189
Crown Oak Advisors
California
$9.26M
Nomura Asset Management
190
Nomura Asset Management
Japan
$9.25M
MCG
191
McCollum Christoferson Group
New York
$9.19M
RAM
192
Resona Asset Management
Japan
$9.09M
VCM
193
Vision Capital Management
Oregon
$9.03M
MML Investors Services
194
MML Investors Services
Massachusetts
$8.93M
LF
195
Lansforsakringar Fondforvaltning
Sweden
$8.87M
VLKIM
196
Van Lanschot Kempen Investment Management
Netherlands
$8.82M
MFAM
197
Motley Fool Asset Management
Virginia
$8.78M
MGWM
198
Marks Group Wealth Management
Minnesota
$8.77M
AMM
199
American Money Management
California
$8.61M
SG Americas Securities
200
SG Americas Securities
New York
$8.47M