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Broadridge

1,084 hedge funds and large institutions have $25.5B invested in Broadridge in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 462 increasing their positions, 356 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6M
Puts
$14.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNB
226
Czech National Bank
Czech Republic
$6.98M
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$6.9M
SEM
228
Suncoast Equity Management
Florida
$6.83M
Brown Advisory
229
Brown Advisory
Maryland
$6.8M
NAMM
230
NorthStar Asset Management (Massachusetts)
Massachusetts
$6.63M
BFW
231
Brady Family Wealth
Missouri
$6.62M
EAM
232
Erste Asset Management
Austria
$6.59M
Commonwealth Equity Services
233
Commonwealth Equity Services
Massachusetts
$6.55M
M&T Bank
234
M&T Bank
New York
$6.51M
AWM
235
Axxcess Wealth Management
California
$6.51M
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$6.51M
AB
237
Amalgamated Bank
New York
$6.46M
QT
238
Quantbot Technologies
New York
$6.42M
DnB Asset Management
239
DnB Asset Management
Norway
$6.39M
Creative Planning
240
Creative Planning
Kansas
$6.27M
Diamond Hill Capital Management
241
Diamond Hill Capital Management
Ohio
$6.25M
Cerity Partners
242
Cerity Partners
New York
$6.2M
Retirement Systems of Alabama
243
Retirement Systems of Alabama
Alabama
$6.13M
State of Tennessee, Department of Treasury
244
State of Tennessee, Department of Treasury
Tennessee
$6.1M
NAAA
245
New Age Alpha Advisors
New York
$6.07M
AssetMark Inc
246
AssetMark Inc
California
$6.02M
Daiwa Securities Group
247
Daiwa Securities Group
Japan
$5.93M
IG
248
ING Group
Netherlands
$5.92M
CAC
249
Core Alternative Capital
Georgia
$5.85M
Mirae Asset Global ETFs Holdings
250
Mirae Asset Global ETFs Holdings
Hong Kong
$5.81M