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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 389 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: 374 | Existing positions reduced: 389

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
1,093
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
SG Americas Securities
201
SG Americas Securities
New York
$8.47M
Mariner
202
Mariner
Kansas
$8.46M
NAMM
203
NorthStar Asset Management (Massachusetts)
Massachusetts
$8.34M
NG
204
Northstar Group
New York
$8.34M
SAW
205
Signal Advisors Wealth
Michigan
$8.32M
ASRS
206
Arizona State Retirement System
Arizona
$8.26M
MIM
207
MetLife Investment Management
New Jersey
$8.11M
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$8.07M
AI
209
AdvisorShares Investments
Maryland
$8.02M
Connor, Clark & Lunn Investment Management (CC&L)
210
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8M
Robeco Institutional Asset Management
211
Robeco Institutional Asset Management
Netherlands
$7.99M
William Blair & Company
212
William Blair & Company
Illinois
$7.96M
AF
213
Allworth Financial
California
$7.88M
MCM
214
MAI Capital Management
Ohio
$7.88M
AssetMark Inc
215
AssetMark Inc
California
$7.87M
BTW
216
Boston Trust Walden
Massachusetts
$7.82M
N
217
Natixis
France
$7.59M
EGM
218
Engineers Gate Manager
New York
$7.59M
SW
219
SVB Wealth
Massachusetts
$7.58M
SO
220
STRS Ohio
Ohio
$7.57M
SOMRS
221
State of Michigan Retirement System
Michigan
$7.54M
Wealth Enhancement Advisory Services
222
Wealth Enhancement Advisory Services
Minnesota
$7.53M
Mirae Asset Global ETFs Holdings
223
Mirae Asset Global ETFs Holdings
Hong Kong
$7.49M
Allianz Asset Management
224
Allianz Asset Management
Germany
$7.46M
OBGC
225
O'Brien Greene & Co
Pennsylvania
$7.41M