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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
RMSCM
326
R.M. Sincerbeaux Capital Management
New York
$3.14M
BCI
327
Brinker Capital Investments
Pennsylvania
$3.13M
SFCL
328
Strengthening Families & Communities LLC
Massachusetts
$3.12M
WP
329
Woodline Partners
California
$3.09M
AP
330
Appleton Partners
Massachusetts
$3.07M
P
331
&Partners
Tennessee
$3.07M
ZBNA
332
Zions Bancorporation, National Association
Utah
$3M
CGPCS
333
Capital Group Private Client Services
California
$2.98M
UM
334
UniSuper Management
Australia
$2.95M
GAM
335
Generali Asset Management
Italy
$2.95M
PA
336
Pinnacle Associates
New York
$2.95M
TFP
337
Tilia Fiduciary Partners
North Carolina
$2.93M
OAM
338
Oppenheimer Asset Management
New York
$2.93M
TI
339
Trexquant Investment
Connecticut
$2.91M
CIA
340
Concurrent Investment Advisors
Florida
$2.89M
HI
341
Horizon Investments
North Carolina
$2.89M
DFCM
342
Dark Forest Capital Management
Puerto Rico
$2.89M
RC
343
Roundview Capital
New Jersey
$2.84M
KA
344
Kintegral Advisory
New York
$2.81M
EGM
345
Engineers Gate Manager
New York
$2.81M
VCM
346
Voleon Capital Management
California
$2.81M
TC
347
TownSquare Capital
Utah
$2.81M
TI
348
Tidal Investments
Wisconsin
$2.78M
MFG
349
Merit Financial Group
Georgia
$2.78M
KAS
350
Kestra Advisory Services
Texas
$2.77M