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Broadridge

1,086 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, 370 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:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 370 | 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
1,086
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
Mariner
201
Mariner
Kansas
$8.46M
NAMM
202
NorthStar Asset Management (Massachusetts)
Massachusetts
$8.34M
NG
203
Northstar Group
New York
$8.34M
SAW
204
Signal Advisors Wealth
Michigan
$8.32M
ASRS
205
Arizona State Retirement System
Arizona
$8.26M
MIM
206
MetLife Investment Management
New Jersey
$8.11M
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$8.07M
AI
208
AdvisorShares Investments
Maryland
$8.02M
Connor, Clark & Lunn Investment Management (CC&L)
209
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8M
Robeco Institutional Asset Management
210
Robeco Institutional Asset Management
Netherlands
$7.99M
William Blair & Company
211
William Blair & Company
Illinois
$7.96M
MCM
212
MAI Capital Management
Ohio
$7.88M
AssetMark Inc
213
AssetMark Inc
California
$7.87M
BTW
214
Boston Trust Walden
Massachusetts
$7.82M
N
215
Natixis
France
$7.59M
EGM
216
Engineers Gate Manager
New York
$7.59M
SW
217
SVB Wealth
Massachusetts
$7.58M
SO
218
STRS Ohio
Ohio
$7.57M
SOMRS
219
State of Michigan Retirement System
Michigan
$7.54M
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$7.53M
Mirae Asset Global ETFs Holdings
221
Mirae Asset Global ETFs Holdings
Hong Kong
$7.49M
Allianz Asset Management
222
Allianz Asset Management
Germany
$7.46M
OBGC
223
O'Brien Greene & Co
Pennsylvania
$7.41M
KPWS
224
Kestra Private Wealth Services
Texas
$7.38M
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.32M