BR icon

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
KK
176
KLP Kapitalforvaltning
Norway
$9.27M
SMP
177
Santa Monica Partners
Florida
$9.1M
LWM
178
Lyell Wealth Management
California
$9.07M
Comerica Bank
179
Comerica Bank
Texas
$8.99M
MML Investors Services
180
MML Investors Services
Massachusetts
$8.98M
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.89M
Nomura Asset Management
182
Nomura Asset Management
Japan
$8.7M
SO
183
STRS Ohio
Ohio
$8.66M
State of New Jersey Common Pension Fund D
184
State of New Jersey Common Pension Fund D
New Jersey
$8.47M
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$8.43M
VCM
186
Vision Capital Management
Oregon
$8.42M
COA
187
Crown Oak Advisors
California
$8.4M
MCG
188
McCollum Christoferson Group
New York
$8.39M
LF
189
Lansforsakringar Fondforvaltning
Sweden
$8.34M
EF
190
Empowered Funds
Pennsylvania
$8.32M
NAAA
191
New Age Alpha Advisors
New York
$8.24M
SAW
192
Signal Advisors Wealth
Michigan
$8.24M
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$8.17M
RAM
194
Resona Asset Management
Japan
$8.08M
SLAM
195
Swiss Life Asset Management
$8.02M
CWM
196
CIBC World Markets
New York
$7.95M
MCM
197
MAI Capital Management
Ohio
$7.92M
NG
198
Northstar Group
New York
$7.9M
VLKIM
199
Van Lanschot Kempen Investment Management
Netherlands
$7.88M
Schroder Investment Management Group
200
Schroder Investment Management Group
United Kingdom
$7.85M