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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
MFG
351
Merit Financial Group
Georgia
$2.78M
KAS
352
Kestra Advisory Services
Texas
$2.77M
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$2.75M
WBC
354
Westpac Banking Corp
Australia
$2.72M
TCA
355
Transcend Capital Advisors
New Jersey
$2.71M
CCM
356
Coldstream Capital Management
Washington
$2.66M
CG
357
Cynosure Group
Utah
$2.64M
AT
358
American Trust
Kentucky
$2.62M
AAS
359
Avantax Advisory Services
Texas
$2.58M
Rafferty Asset Management
360
Rafferty Asset Management
New York
$2.58M
SFI
361
Siemens Fonds Invest
Germany
$2.56M
IC
362
IEQ Capital
California
$2.56M
Wealthfront Advisers
363
Wealthfront Advisers
California
$2.55M
HFS
364
Hantz Financial Services
Michigan
$2.52M
EWM
365
Empirical Wealth Management
Washington
$2.47M
WA1
366
Wimmer Associates 1
California
$2.46M
OPERF
367
Oregon Public Employees Retirement Fund
Oregon
$2.46M
MAA
368
Mraz Amerine & Associates
California
$2.44M
GT
369
Greenleaf Trust
Michigan
$2.39M
Janney Montgomery Scott
370
Janney Montgomery Scott
Pennsylvania
$2.35M
VAS
371
Vestmark Advisory Solutions
Massachusetts
$2.32M
LF
372
Lantz Financial
Illinois
$2.31M
IMRF
373
Illinois Municipal Retirement Fund
Illinois
$2.31M
WC
374
Waterloo Capital
Texas
$2.3M
FT
375
Fiduciary Trust
Massachusetts
$2.25M