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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 %
RMSCM
326
R.M. Sincerbeaux Capital Management
New York
$3.14M
BCI
327
Brinker Capital Investments
Pennsylvania
$3.13M -$562K -2,311 -15%
SFCL
328
Strengthening Families & Communities LLC
Massachusetts
$3.12M -$74.6K -307 -2%
WP
329
Woodline Partners
California
$3.09M +$685K +2,820 +29%
AP
330
Appleton Partners
Massachusetts
$3.07M -$168K -693 -5%
P
331
&Partners
Tennessee
$3.07M +$1.41M +5,802 +85%
ZBNA
332
Zions Bancorporation, National Association
Utah
$3M -$113K -466 -4%
CGPCS
333
Capital Group Private Client Services
California
$2.98M -$327K -1,345 -10%
UM
334
UniSuper Management
Australia
$2.95M -$48.6K -200 -2%
GAM
335
Generali Asset Management
Italy
$2.95M +$1.12M +4,608 +61%
PA
336
Pinnacle Associates
New York
$2.95M -$96.2K -396 -3%
TFP
337
Tilia Fiduciary Partners
North Carolina
$2.93M +$36K +148 +1%
OAM
338
Oppenheimer Asset Management
New York
$2.93M -$54K -222 -2%
TI
339
Trexquant Investment
Connecticut
$2.91M +$2.91M +11,966 New
CIA
340
Concurrent Investment Advisors
Florida
$2.89M +$56.1K +231 +2%
HI
341
Horizon Investments
North Carolina
$2.89M +$2.48M +10,215 +608%
DFCM
342
Dark Forest Capital Management
Puerto Rico
$2.89M +$2.3M +9,458 +390%
RC
343
Roundview Capital
New Jersey
$2.84M +$28.9K +119 +1%
KA
344
Kintegral Advisory
New York
$2.81M -$4.15K -17 -0.1%
EGM
345
Engineers Gate Manager
New York
$2.81M +$2.3M +9,472 +454%
VCM
346
Voleon Capital Management
California
$2.81M +$75.8K +312 +3%
TC
347
TownSquare Capital
Utah
$2.81M -$4.9M -20,179 -64%
TI
348
Tidal Investments
Wisconsin
$2.78M +$223K +916 +9%
MFG
349
Merit Financial Group
Georgia
$2.78M +$438K +1,804 +19%
KAS
350
Kestra Advisory Services
Texas
$2.77M +$384K +1,582 +16%