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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 %
LFAS
251
Level Four Advisory Services
Texas
$5.77M +$35.2K +145 +0.6%
CFB
252
Cullen/Frost Bankers
Texas
$5.72M -$146K -601 -2%
SAW
253
Signal Advisors Wealth
Michigan
$5.67M +$438K +1,803 +8%
ZCI
254
Zevenbergen Capital Investments
Washington
$5.6M -$1.4M -5,765 -20%
NA
255
NewEdge Advisors
Louisiana
$5.59M +$774K +3,185 +16%
IIM
256
INTECH Investment Management
Florida
$5.57M -$2.49M -10,255 -31%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$5.56M -$79.2K -326 -1%
BMCM
258
Bryn Mawr Capital Management
Pennsylvania
$5.56M -$18.7K -77 -0.3%
GLF
259
Groupe la Francaise
France
$5.55M +$867K +3,584 +19%
HPIA
260
Hamilton Point Investment Advisors
North Carolina
$5.54M -$139K -570 -2%
Pathstone Holdings
261
Pathstone Holdings
New Jersey
$5.31M +$213K +875 +4%
VanEck Associates
262
VanEck Associates
New York
$5.12M -$145K -598 -3%
TAF
263
Tredje AP-fonden
Sweden
$5.03M +$551K +2,266 +12%
OAM
264
Occidental Asset Management
California
$5.02M +$48.4K +199 +1%
LOAME
265
Lombard Odier Asset Management (Europe)
United Kingdom
$4.94M -$4.73M -19,445 -49%
UIM
266
USS Investment Management
United Kingdom
$4.88M +$14.1K +58 +0.3%
GAM
267
Griffin Asset Management
New York
$4.84M -$18.7K -77 -0.4%
KIC
268
Kensington Investment Counsel
California
$4.81M +$147K +603 +3%
BC
269
Burney Company
Virginia
$4.79M -$101K -417 -2%
EW
270
Evexia Wealth
Wisconsin
$4.78M +$4.78M +19,984 New
SWP
271
Stratos Wealth Partners
Ohio
$4.72M +$128K +528 +3%
N
272
Natixis
France
$4.69M +$2.89M +11,889 +160%
URS
273
Utah Retirement Systems
Utah
$4.68M -$34K -140 -0.7%
WFMPM
274
Woodley Farra Manion Portfolio Management
Indiana
$4.6M +$40.2K +165 +0.9%
BOCM
275
Bontempo Ohly Capital Management
Maryland
$4.56M -$2.43K -10 -0.1%