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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
VLKIM
201
Van Lanschot Kempen Investment Management
Netherlands
$7.88M -$396K -1,735 -5%
Schroder Investment Management Group
202
Schroder Investment Management Group
United Kingdom
$7.85M -$3.06M -13,431 -28%
MFAM
203
Motley Fool Asset Management
Virginia
$7.8M -$439K -1,923 -5%
IWC
204
Integrated Wealth Concepts
Massachusetts
$7.76M -$2.8M -12,297 -26%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$7.68M +$120K +524 +2%
EI
206
EFG International
$7.61M +$7.78M +34,106 New
AI
207
AdvisorShares Investments
Maryland
$7.55M +$39.2K +172 +0.5%
IPAM
208
ICICI Prudential Asset Management
India
$7.55M +$4.65M +20,400 +152%
MGWM
209
Marks Group Wealth Management
Minnesota
$7.4M -$827K -3,625 -10%
AF
210
Allworth Financial
California
$7.4M +$16.4K +72 +0.2%
MIM
211
MetLife Investment Management
New Jersey
$7.38M -$224K -981 -3%
AWM
212
Axxcess Wealth Management
California
$7.2M +$1.1M +4,833 +18%
NAMM
213
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.17M -$666K -2,921 -8%
ASRS
214
Arizona State Retirement System
Arizona
$7.15M -$608K -2,665 -8%
Creative Planning
215
Creative Planning
Kansas
$7.14M +$860K +3,773 +13%
Swedbank
216
Swedbank
Sweden
$7.12M -$2.96M -12,991 -29%
OBGC
217
O'Brien Greene & Co
Pennsylvania
$6.99M +$43.6K +191 +0.6%
William Blair & Company
218
William Blair & Company
Illinois
$6.95M -$518K -2,272 -7%
BTW
219
Boston Trust Walden
Massachusetts
$6.89M -$447K -1,960 -6%
CNB
220
Czech National Bank
Czech Republic
$6.87M +$235K +1,031 +3%
SOMRS
221
State of Michigan Retirement System
Michigan
$6.82M -$251K -1,100 -3%
X
222
Xponance
Pennsylvania
$6.82M +$383K +1,680 +6%
ECM
223
ExodusPoint Capital Management
New York
$6.81M +$6.96M +30,536 New
Mariner
224
Mariner
Kansas
$6.71M -$1.24M -5,455 -15%
II
225
IFM Investors
Australia
$6.57M