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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 %
KBC Group
276
KBC Group
Belgium
$4.52M -$401K -1,649 -8%
YCM
277
Yousif Capital Management
Michigan
$4.48M -$14.1K -58 -0.3%
BCIM
278
British Columbia Investment Management
British Columbia, Canada
$4.48M -$957K -3,937 -18%
BAM
279
Bell Asset Management
Australia
$4.47M -$874K -3,597 -16%
Bank Julius Baer & Co
280
Bank Julius Baer & Co
Switzerland
$4.39M +$4.39M +18,059 New
PFSRSONJ
281
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.33M +$173K +712 +4%
ACG
282
Allen Capital Group
Nebraska
$4.31M +$374K +1,539 +10%
PGAM
283
Princeton Global Asset Management
New Jersey
$4.3M -$103K -423 -2%
NYLIM
284
New York Life Investment Management
New York
$4.28M +$68K +280 +2%
PCM
285
Parsons Capital Management
Rhode Island
$4.25M -$162K -668 -4%
IAA
286
Independent Advisor Alliance
North Carolina
$4.23M +$171K +703 +4%
SNB
287
Security National Bank
Nebraska
$4.19M -$504K -2,075 -11%
LRIC
288
Long Road Investment Counsel
Michigan
$4.19M -$30.4K -125 -0.7%
SOADOR
289
State of Alaska Department of Revenue
Alaska
$4.18M +$842K +3,465 +25%
Bank of Nova Scotia
290
Bank of Nova Scotia
Ontario, Canada
$4.15M -$4.48M -18,427 -52%
CS
291
Candriam SCA
Luxembourg
$4.13M +$354K +1,457 +9%
MC
292
Middleton & Co
Massachusetts
$4.12M -$305K -1,255 -7%
BAMF
293
BI Asset Management Fondsmaeglerselskab
Denmark
$4.06M +$2.85M +11,737 +236%
SPIA
294
Steward Partners Investment Advisory
New York
$4.05M +$379K +1,559 +10%
FNA
295
First National Advisers
Nebraska
$4.03M +$134K +553 +3%
OTL
296
Oak Thistle LLC
New York
$4M +$2.77M +11,393 +224%
NA
297
Nordwand Advisors
Pennsylvania
$3.95M +$3.95M +16,270 New
IMCOOI
298
Investment Management Corp of Ontario (IMCO)
Canada
$3.9M -$122K -500 -3%
BG
299
BDF Gestion
France
$3.89M -$424K -1,746 -10%
Mirae Asset Global Investments
300
Mirae Asset Global Investments
South Korea
$3.89M +$282K +1,161 +8%