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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
LFAS
251
Level Four Advisory Services
Texas
$5.77M
CFB
252
Cullen/Frost Bankers
Texas
$5.72M
SAW
253
Signal Advisors Wealth
Michigan
$5.67M
ZCI
254
Zevenbergen Capital Investments
Washington
$5.6M
NA
255
NewEdge Advisors
Louisiana
$5.59M
IIM
256
INTECH Investment Management
Florida
$5.57M
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$5.56M
BMCM
258
Bryn Mawr Capital Management
Pennsylvania
$5.56M
GLF
259
Groupe la Francaise
France
$5.55M
HPIA
260
Hamilton Point Investment Advisors
North Carolina
$5.54M
Pathstone Holdings
261
Pathstone Holdings
New Jersey
$5.31M
VanEck Associates
262
VanEck Associates
New York
$5.12M
TAF
263
Tredje AP-fonden
Sweden
$5.03M
OAM
264
Occidental Asset Management
California
$5.02M
LOAME
265
Lombard Odier Asset Management (Europe)
United Kingdom
$4.94M
UIM
266
USS Investment Management
United Kingdom
$4.88M
GAM
267
Griffin Asset Management
New York
$4.84M
KIC
268
Kensington Investment Counsel
California
$4.81M
BC
269
Burney Company
Virginia
$4.79M
EW
270
Evexia Wealth
Wisconsin
$4.78M
SWP
271
Stratos Wealth Partners
Ohio
$4.72M
N
272
Natixis
France
$4.69M
URS
273
Utah Retirement Systems
Utah
$4.68M
WFMPM
274
Woodley Farra Manion Portfolio Management
Indiana
$4.6M
BOCM
275
Bontempo Ohly Capital Management
Maryland
$4.56M