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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
CIG
301
CHB Investment Group
Pennsylvania
$3.81M
WSFS
302
Wilmington Savings Fund Society
Delaware
$3.8M
Lido Advisors
303
Lido Advisors
California
$3.8M
IB
304
Intrust Bank
Kansas
$3.8M
TSMHT
305
Thurston Springer Miller Herd & Titak
Indiana
$3.77M
EMPI
306
Elo Mutual Pension Insurance
Finland
$3.69M
Pacer Advisors
307
Pacer Advisors
Pennsylvania
$3.67M
VPIM
308
Vanguard Personalized Indexing Management
California
$3.66M
NAM
309
Nissay Asset Management
Japan
$3.64M
ASN
310
Advisory Services Network
Georgia
$3.59M
CWM
311
CIBC World Markets
New York
$3.59M
SMDAM
312
Sumitomo Mitsui DS Asset Management
Japan
$3.51M
SLC
313
Second Line Capital
Louisiana
$3.48M
MWM
314
Modern Wealth Management
Kansas
$3.43M
GWANC
315
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.4M
Cambridge Investment Research Advisors
316
Cambridge Investment Research Advisors
Iowa
$3.38M
DIA
317
Dean Investment Associates
Ohio
$3.28M
D.E. Shaw & Co
318
D.E. Shaw & Co
New York
$3.28M
MOACM
319
Mutual of America Capital Management
New York
$3.27M
FLPIM
320
F.L. Putnam Investment Management
Massachusetts
$3.27M
HSA
321
HBK Sorce Advisory
Pennsylvania
$3.23M
Susquehanna International Group
322
Susquehanna International Group
Pennsylvania
$3.18M
RFC
323
Regions Financial Corp
Alabama
$3.16M
AM
324
AGF Management
Ontario, Canada
$3.16M
Osaic Holdings
325
Osaic Holdings
Arizona
$3.15M