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Broadridge

1,103 hedge funds and large institutions have $25.1B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 375 increasing their positions, 395 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

1% more funds holding

Funds holding: 1,0951,103 (+8)

0.44% more ownership

Funds ownership: 89.75%90.19% (+0.44%)

2% less capital invested

Capital invested by funds: $25.6B → $25.1B (-$572M)

5% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 395

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
1,103
Holders Change
+8
Holders Change %
+0.73%
% of All Funds
14.48%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
106
Increased
375
Reduced
395
Closed
80
Calls
$15.5M
Puts
$48.8M
Net Calls
-$33.3M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.64B +$65.9M +264,620 +2%
BlackRock
2
BlackRock
New York
$2.48B -$25.1M -100,806 -1%
State Street
3
State Street
Massachusetts
$1.34B -$5.73M -23,012 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$1.07B -$139M -556,402 -11%
AllianceBernstein
5
AllianceBernstein
Tennessee
$879M +$803M +3,224,891 +692%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$854M +$13.8M +55,256 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$793M +$12.5M +50,104 +2%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$743M +$3.08M +12,378 +0.4%
Barclays
9
Barclays
United Kingdom
$470M +$3.64M +14,631 +0.7%
Mitsubishi UFJ Asset Management
10
Mitsubishi UFJ Asset Management
Japan
$453M +$37.3M +149,756 +9%
Northern Trust
11
Northern Trust
Illinois
$408M +$26.3M +105,696 +7%
Stifel Financial
12
Stifel Financial
Missouri
$359M -$11.1M -44,710 -3%
Invesco
13
Invesco
Georgia
$341M -$8.24M -33,092 -2%
APG Asset Management
14
APG Asset Management
Netherlands
$303M -$45.7M -183,313 -11%
Ameriprise
15
Ameriprise
Minnesota
$295M +$25M +100,348 +9%
BG
16
Bahl & Gaynor
Ohio
$282M -$1.36M -5,474 -0.5%
Wells Fargo
17
Wells Fargo
California
$278M -$14.4M -57,844 -5%
MIM
18
Meridiem Investment Management
United Kingdom
$264M -$2.9M -11,634 -1%
JIM
19
Jensen Investment Management
Oregon
$262M -$49.1M -197,233 -15%
UBS AM
20
UBS AM
Illinois
$261M -$56M -224,973 -17%
Legal & General Group
21
Legal & General Group
United Kingdom
$229M -$29.9M -120,240 -11%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$228M -$9.03M -36,254 -4%
T. Rowe Price Investment Management
23
T. Rowe Price Investment Management
Maryland
$227M -$326M -1,310,397 -58%
JP Morgan Chase
24
JP Morgan Chase
New York
$219M +$72.9M +292,801 +47%
Capital International Investors
25
Capital International Investors
California
$211M -$154M -618,112 -41%