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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
AMM
176
American Money Management
California
$9.28M
KK
177
KLP Kapitalforvaltning
Norway
$9.27M
SMP
178
Santa Monica Partners
Florida
$9.1M
LWM
179
Lyell Wealth Management
California
$9.07M
Comerica Bank
180
Comerica Bank
Texas
$8.99M
MML Investors Services
181
MML Investors Services
Massachusetts
$8.98M
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.89M
Nomura Asset Management
183
Nomura Asset Management
Japan
$8.7M
SO
184
STRS Ohio
Ohio
$8.66M
State of New Jersey Common Pension Fund D
185
State of New Jersey Common Pension Fund D
New Jersey
$8.47M
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$8.43M
VCM
187
Vision Capital Management
Oregon
$8.42M
COA
188
Crown Oak Advisors
California
$8.4M
MCG
189
McCollum Christoferson Group
New York
$8.39M
LF
190
Lansforsakringar Fondforvaltning
Sweden
$8.34M
EF
191
Empowered Funds
Pennsylvania
$8.32M
NAAA
192
New Age Alpha Advisors
New York
$8.24M
SAW
193
Signal Advisors Wealth
Michigan
$8.24M
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
$8.17M
RAM
195
Resona Asset Management
Japan
$8.08M
SLAM
196
Swiss Life Asset Management
$8.02M
CWM
197
CIBC World Markets
New York
$7.95M
MCM
198
MAI Capital Management
Ohio
$7.92M
NG
199
Northstar Group
New York
$7.9M
VLKIM
200
Van Lanschot Kempen Investment Management
Netherlands
$7.88M