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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
WFMPM
276
Woodley Farra Manion Portfolio Management
Indiana
$4.6M
BOCM
277
Bontempo Ohly Capital Management
Maryland
$4.56M
KBC Group
278
KBC Group
Belgium
$4.52M
YCM
279
Yousif Capital Management
Michigan
$4.48M
BCIM
280
British Columbia Investment Management
British Columbia, Canada
$4.48M
BAM
281
Bell Asset Management
Australia
$4.47M
Bank Julius Baer & Co
282
Bank Julius Baer & Co
Switzerland
$4.39M
PFSRSONJ
283
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.33M
ACG
284
Allen Capital Group
Nebraska
$4.31M
PGAM
285
Princeton Global Asset Management
New Jersey
$4.3M
NYLIM
286
New York Life Investment Management
New York
$4.28M
PCM
287
Parsons Capital Management
Rhode Island
$4.25M
IAA
288
Independent Advisor Alliance
North Carolina
$4.23M
SNB
289
Security National Bank
Nebraska
$4.19M
LRIC
290
Long Road Investment Counsel
Michigan
$4.19M
SOADOR
291
State of Alaska Department of Revenue
Alaska
$4.18M
Bank of Nova Scotia
292
Bank of Nova Scotia
Ontario, Canada
$4.15M
CS
293
Candriam SCA
Luxembourg
$4.13M
MC
294
Middleton & Co
Massachusetts
$4.12M
BAMF
295
BI Asset Management Fondsmaeglerselskab
Denmark
$4.06M
SPIA
296
Steward Partners Investment Advisory
New York
$4.05M
FNA
297
First National Advisers
Nebraska
$4.03M
OTL
298
Oak Thistle LLC
New York
$4M
Osaic Holdings
299
Osaic Holdings
Arizona
$3.98M
NA
300
Nordwand Advisors
Pennsylvania
$3.95M