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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.36B -$55.6M -243,917 -2%
BlackRock
2
BlackRock
New York
$2.35B +$26.6M +116,797 +1%
State Street
3
State Street
Massachusetts
$1.34B +$85.7M +375,699 +7%
Morgan Stanley
4
Morgan Stanley
New York
$909M -$98.6M -432,352 -10%
AllianceBernstein
5
AllianceBernstein
Tennessee
$814M -$9.99M -43,821 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$746M +$2.86M +12,524 +0.4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$683M -$120M -527,552 -15%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$588M -$110M -483,124 -15%
Barclays
9
Barclays
United Kingdom
$448M +$8.02M +35,169 +2%
Mitsubishi UFJ Asset Management
10
Mitsubishi UFJ Asset Management
Japan
$411M -$7.99M -35,027 -2%
Ameriprise
11
Ameriprise
Minnesota
$397M +$123M +538,305 +43%
Northern Trust
12
Northern Trust
Illinois
$374M -$8.53M -37,385 -2%
Norges Bank
13
Norges Bank
Norway
$346M +$354M +1,551,748 New
Invesco
14
Invesco
Georgia
$345M +$26M +113,806 +8%
VanEck Associates
15
VanEck Associates
New York
$329M +$177M +774,747 +111%
Stifel Financial
16
Stifel Financial
Missouri
$323M -$14.1M -61,989 -4%
JP Morgan Chase
17
JP Morgan Chase
New York
$313M +$111M +485,297 +53%
BG
18
Bahl & Gaynor
Ohio
$253M -$11.6M -51,071 -4%
Wells Fargo
19
Wells Fargo
California
$243M -$18.2M -79,873 -7%
MIM
20
Meridiem Investment Management
United Kingdom
$242M -$5.49M -24,059 -2%
UBS AM
21
UBS AM
Illinois
$228M -$16.6M -72,769 -7%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$213M -$357K -1,566 -0.2%
Goldman Sachs
23
Goldman Sachs
New York
$210M +$36.6M +160,520 +21%
Corient Private Wealth
24
Corient Private Wealth
Florida
$209M +$111M +484,969 +106%
Fayez Sarofim & Co
25
Fayez Sarofim & Co
Texas
$202M +$4.66M +20,431 +2%