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Broadridge

1,079 hedge funds and large institutions have $25.5B invested in Broadridge in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 460 increasing their positions, 356 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
-14
Holders Change %
-1.28%
% of All Funds
14.46%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
82
Increased
460
Reduced
356
Closed
74
Calls
$15.6M
Puts
$14.2M
Net Calls
+$1.38M
Net Calls Change
-$7.24M
Name Holding Trade Value Shares
Change
Shares
Change %
CNB
226
Czech National Bank
Czech Republic
$6.98M +$446K +1,835 +7%
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$6.9M -$109K -451 -2%
SEM
228
Suncoast Equity Management
Florida
$6.83M +$181K +745 +3%
Brown Advisory
229
Brown Advisory
Maryland
$6.8M +$165K +679 +2%
NAMM
230
NorthStar Asset Management (Massachusetts)
Massachusetts
$6.63M +$2M +8,227 +43%
BFW
231
Brady Family Wealth
Missouri
$6.62M -$115K -473 -2%
EAM
232
Erste Asset Management
Austria
$6.59M +$2.62M +10,955 +66%
Commonwealth Equity Services
233
Commonwealth Equity Services
Massachusetts
$6.55M -$259K -1,064 -4%
M&T Bank
234
M&T Bank
New York
$6.51M -$906K -3,728 -12%
AWM
235
Axxcess Wealth Management
California
$6.51M +$124K +511 +2%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$6.51M +$242K +996 +4%
AB
237
Amalgamated Bank
New York
$6.46M +$126K +517 +2%
QT
238
Quantbot Technologies
New York
$6.42M +$6.42M +26,435 New
DnB Asset Management
239
DnB Asset Management
Norway
$6.39M +$105K +433 +2%
Creative Planning
240
Creative Planning
Kansas
$6.27M +$134K +551 +2%
Diamond Hill Capital Management
241
Diamond Hill Capital Management
Ohio
$6.25M -$1.25M -5,129 -17%
Cerity Partners
242
Cerity Partners
New York
$6.2M +$487K +2,004 +9%
Retirement Systems of Alabama
243
Retirement Systems of Alabama
Alabama
$6.13M +$14.1K +58 +0.2%
State of Tennessee, Department of Treasury
244
State of Tennessee, Department of Treasury
Tennessee
$6.1M +$322K +1,326 +6%
NAAA
245
New Age Alpha Advisors
New York
$6.07M -$331K -1,362 -5%
AssetMark Inc
246
AssetMark Inc
California
$6.02M +$3.32M +13,668 +123%
Daiwa Securities Group
247
Daiwa Securities Group
Japan
$5.93M +$630K +2,593 +12%
IG
248
ING Group
Netherlands
$5.92M -$5.02M -20,646 -46%
CAC
249
Core Alternative Capital
Georgia
$5.85M -$626K -2,577 -10%
Mirae Asset Global ETFs Holdings
250
Mirae Asset Global ETFs Holdings
Hong Kong
$5.81M +$334K +1,373 +6%