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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 %
Mercer Global Advisors
351
Mercer Global Advisors
Colorado
$2.75M -$527K -2,170 -16%
WBC
352
Westpac Banking Corp
Australia
$2.72M
TCA
353
Transcend Capital Advisors
New Jersey
$2.71M -$404K -1,663 -13%
CCM
354
Coldstream Capital Management
Washington
$2.66M -$171K -702 -6%
CG
355
Cynosure Group
Utah
$2.64M +$2.28M +9,375 +634%
AT
356
American Trust
Kentucky
$2.62M +$31.1K +128 +1%
AAS
357
Avantax Advisory Services
Texas
$2.58M -$245K -1,007 -9%
Rafferty Asset Management
358
Rafferty Asset Management
New York
$2.58M +$454K +1,867 +21%
SFI
359
Siemens Fonds Invest
Germany
$2.56M +$71.5K +294 +3%
IC
360
IEQ Capital
California
$2.56M +$91.4K +376 +4%
Wealthfront Advisers
361
Wealthfront Advisers
California
$2.55M +$160K +660 +7%
HFS
362
Hantz Financial Services
Michigan
$2.52M -$878K -3,613 -26%
EWM
363
Empirical Wealth Management
Washington
$2.47M +$114K +469 +5%
WA1
364
Wimmer Associates 1
California
$2.46M +$2.19K +9 +0.1%
OPERF
365
Oregon Public Employees Retirement Fund
Oregon
$2.46M +$24.3K +100 +1%
MAA
366
Mraz Amerine & Associates
California
$2.44M -$49.3K -203 -2%
GT
367
Greenleaf Trust
Michigan
$2.39M -$41.6K -171 -2%
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$2.35M -$722K -2,973 -23%
VAS
369
Vestmark Advisory Solutions
Massachusetts
$2.32M +$383K +1,576 +20%
LF
370
Lantz Financial
Illinois
$2.31M -$33.5K -138 -1%
IMRF
371
Illinois Municipal Retirement Fund
Illinois
$2.31M +$427K +1,758 +23%
WC
372
Waterloo Capital
Texas
$2.3M +$131K +541 +6%
FT
373
Fiduciary Trust
Massachusetts
$2.25M -$248K -1,022 -10%
TRSOTSOK
374
Teachers Retirement System of the State of Kentucky
Kentucky
$2.23M +$43.7K +180 +2%
PAS
375
Park Avenue Securities
New York
$2.22M +$2.22M +9,153 New