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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
RFC
326
Regions Financial Corp
Alabama
$3.16M
AM
327
AGF Management
Ontario, Canada
$3.16M
RMSCM
328
R.M. Sincerbeaux Capital Management
New York
$3.14M
BCI
329
Brinker Capital Investments
Pennsylvania
$3.13M
SFCL
330
Strengthening Families & Communities LLC
Massachusetts
$3.12M
WP
331
Woodline Partners
California
$3.09M
AP
332
Appleton Partners
Massachusetts
$3.07M
P
333
&Partners
Tennessee
$3.07M
ZBNA
334
Zions Bancorporation, National Association
Utah
$3M
CGPCS
335
Capital Group Private Client Services
California
$2.98M
UM
336
UniSuper Management
Australia
$2.95M
GAM
337
Generali Asset Management
Italy
$2.95M
PA
338
Pinnacle Associates
New York
$2.95M
TFP
339
Tilia Fiduciary Partners
North Carolina
$2.93M
OAM
340
Oppenheimer Asset Management
New York
$2.93M
TI
341
Trexquant Investment
Connecticut
$2.91M
CIA
342
Concurrent Investment Advisors
Florida
$2.89M
HI
343
Horizon Investments
North Carolina
$2.89M
DFCM
344
Dark Forest Capital Management
Puerto Rico
$2.89M
RC
345
Roundview Capital
New Jersey
$2.84M
KA
346
Kintegral Advisory
New York
$2.81M
EGM
347
Engineers Gate Manager
New York
$2.81M
VCM
348
Voleon Capital Management
California
$2.81M
TC
349
TownSquare Capital
Utah
$2.81M
TI
350
Tidal Investments
Wisconsin
$2.78M