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Broadridge

1,088 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, 463 increasing their positions, 358 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
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
CAC
251
Core Alternative Capital
Georgia
$5.85M
Mirae Asset Global ETFs Holdings
252
Mirae Asset Global ETFs Holdings
Hong Kong
$5.81M
LFAS
253
Level Four Advisory Services
Texas
$5.77M
CFB
254
Cullen/Frost Bankers
Texas
$5.72M
SAW
255
Signal Advisors Wealth
Michigan
$5.67M
ZCI
256
Zevenbergen Capital Investments
Washington
$5.6M
NA
257
NewEdge Advisors
Louisiana
$5.59M
IIM
258
INTECH Investment Management
Florida
$5.57M
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$5.56M
BMCM
260
Bryn Mawr Capital Management
Pennsylvania
$5.56M
GLF
261
Groupe la Francaise
France
$5.55M
HPIA
262
Hamilton Point Investment Advisors
North Carolina
$5.54M
Pathstone Holdings
263
Pathstone Holdings
New Jersey
$5.31M
VanEck Associates
264
VanEck Associates
New York
$5.12M
TAF
265
Tredje AP-fonden
Sweden
$5.03M
OAM
266
Occidental Asset Management
California
$5.02M
LOAME
267
Lombard Odier Asset Management (Europe)
United Kingdom
$4.94M
UIM
268
USS Investment Management
United Kingdom
$4.88M
GAM
269
Griffin Asset Management
New York
$4.84M
KIC
270
Kensington Investment Counsel
California
$4.81M
BC
271
Burney Company
Virginia
$4.79M
EW
272
Evexia Wealth
Wisconsin
$4.78M
SWP
273
Stratos Wealth Partners
Ohio
$4.72M
N
274
Natixis
France
$4.69M
URS
275
Utah Retirement Systems
Utah
$4.68M