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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
Schroder Investment Management Group
201
Schroder Investment Management Group
United Kingdom
$7.85M
MFAM
202
Motley Fool Asset Management
Virginia
$7.8M
IWC
203
Integrated Wealth Concepts
Massachusetts
$7.76M
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$7.68M
EI
205
EFG International
$7.61M
AI
206
AdvisorShares Investments
Maryland
$7.55M
IPAM
207
ICICI Prudential Asset Management
India
$7.55M
MGWM
208
Marks Group Wealth Management
Minnesota
$7.4M
AF
209
Allworth Financial
California
$7.4M
MIM
210
MetLife Investment Management
New Jersey
$7.38M
AWM
211
Axxcess Wealth Management
California
$7.2M
NAMM
212
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.17M
ASRS
213
Arizona State Retirement System
Arizona
$7.15M
Creative Planning
214
Creative Planning
Kansas
$7.14M
Swedbank
215
Swedbank
Sweden
$7.12M
OBGC
216
O'Brien Greene & Co
Pennsylvania
$6.99M
William Blair & Company
217
William Blair & Company
Illinois
$6.95M
BTW
218
Boston Trust Walden
Massachusetts
$6.89M
CNB
219
Czech National Bank
Czech Republic
$6.87M
SOMRS
220
State of Michigan Retirement System
Michigan
$6.82M
X
221
Xponance
Pennsylvania
$6.82M
ECM
222
ExodusPoint Capital Management
New York
$6.81M
Mariner
223
Mariner
Kansas
$6.71M
II
224
IFM Investors
Australia
$6.57M
KPWS
225
Kestra Private Wealth Services
Texas
$6.45M