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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
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$9.32M -$818K -3,586 -8%
AMM
177
American Money Management
California
$9.28M +$1.25M +5,461 +15%
KK
178
KLP Kapitalforvaltning
Norway
$9.27M
SMP
179
Santa Monica Partners
Florida
$9.1M
LWM
180
Lyell Wealth Management
California
$9.07M +$236K +1,036 +3%
Comerica Bank
181
Comerica Bank
Texas
$8.99M -$206K -902 -2%
MML Investors Services
182
MML Investors Services
Massachusetts
$8.98M +$627K +2,749 +7%
Ohio Public Employees Retirement System (OPERS)
183
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.89M -$5.57M -24,423 -38%
Nomura Asset Management
184
Nomura Asset Management
Japan
$8.7M +$36K +158 +0.4%
SO
185
STRS Ohio
Ohio
$8.66M +$1.6M +7,005 +22%
State of New Jersey Common Pension Fund D
186
State of New Jersey Common Pension Fund D
New Jersey
$8.47M -$344K -1,507 -4%
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
$8.43M -$909K -3,986 -10%
VCM
188
Vision Capital Management
Oregon
$8.42M -$42.2K -185 -0.5%
COA
189
Crown Oak Advisors
California
$8.4M -$108K -472 -1%
MCG
190
McCollum Christoferson Group
New York
$8.39M -$225K -985 -3%
LF
191
Lansforsakringar Fondforvaltning
Sweden
$8.34M +$22.6K +99 +0.3%
EF
192
Empowered Funds
Pennsylvania
$8.32M -$622K -2,726 -7%
NAAA
193
New Age Alpha Advisors
New York
$8.24M +$2.87M +12,569 +52%
SAW
194
Signal Advisors Wealth
Michigan
$8.24M +$448K +1,964 +6%
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$8.17M +$1.15M +5,055 +16%
RAM
196
Resona Asset Management
Japan
$8.08M -$475K -2,083 -5%
SLAM
197
Swiss Life Asset Management
$8.02M -$215K -943 -3%
CWM
198
CIBC World Markets
New York
$7.95M +$8.12M +35,607 New
MCM
199
MAI Capital Management
Ohio
$7.92M +$554K +2,427 +7%
NG
200
Northstar Group
New York
$7.9M +$91.5K +401 +1%