Broadridge
1,136 hedge funds and large institutions have $23.8B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 363 increasing their positions, 438 reducing their positions, and 89 closing their positions.
55% more first-time investments, than exits
New positions opened: 138 | 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: 1,106 → 1,136 (+30)
1.17% more ownership
Funds ownership: 90.19% → 91.37% (+1.2%)
5% less capital invested
Capital invested by funds: $25.1B → $23.8B (-$1.31B)
17% less repeat investments, than reductions
Existing positions increased: 363 | Existing positions reduced: 438
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$177M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$123M |
| 3 |
PI
PineBridge Investments
New York
|
+$119M |
| 4 |
JP Morgan Chase
New York
|
+$111M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$97.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$150M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$139M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$120M |
| 4 |
Janus Henderson Group
London,
|
-$110M |
| 5 |
Morgan Stanley
New York
|
-$98.6M |
BR Hedge Fund Activity: Q4 2025 in Review
1,136 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q4 2025, worth a combined $23.8B — down 5.2% from $25.1B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new BR positions and 89 closed out — a net gain of 49 holders — while 363 added to existing stakes and 438 trimmed.
The largest buyer was VanEck Associates, adding an estimated $177M. The largest seller was Macquarie Group, cutting an estimated $150M.
- 1,136 institutional investors held Broadridge (BR) as of Q4 2025, up from 1,106 in Q3 2025.
- Funds reported $23.8B of Broadridge stock for Q4 2025, down 5.2% quarter-over-quarter.
- 138 funds opened new Broadridge positions in Q4 2025 and 89 closed out, a net change of +49 holders.
- The largest Broadridge buyer in Q4 2025 was VanEck Associates, an estimated $177M added.
- The largest Broadridge seller in Q4 2025 was Macquarie Group, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2025.