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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
Mercer Global Advisors
351
Mercer Global Advisors
Colorado
$2.75M
WBC
352
Westpac Banking Corp
Australia
$2.72M
TCA
353
Transcend Capital Advisors
New Jersey
$2.71M
CCM
354
Coldstream Capital Management
Washington
$2.66M
CG
355
Cynosure Group
Utah
$2.64M
AT
356
American Trust
Kentucky
$2.62M
AAS
357
Avantax Advisory Services
Texas
$2.58M
Rafferty Asset Management
358
Rafferty Asset Management
New York
$2.58M
SFI
359
Siemens Fonds Invest
Germany
$2.56M
IC
360
IEQ Capital
California
$2.56M
Wealthfront Advisers
361
Wealthfront Advisers
California
$2.55M
HFS
362
Hantz Financial Services
Michigan
$2.52M
EWM
363
Empirical Wealth Management
Washington
$2.47M
WA1
364
Wimmer Associates 1
California
$2.46M
OPERF
365
Oregon Public Employees Retirement Fund
Oregon
$2.46M
MAA
366
Mraz Amerine & Associates
California
$2.44M
GT
367
Greenleaf Trust
Michigan
$2.39M
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$2.35M
VAS
369
Vestmark Advisory Solutions
Massachusetts
$2.32M
LF
370
Lantz Financial
Illinois
$2.31M
IMRF
371
Illinois Municipal Retirement Fund
Illinois
$2.31M
WC
372
Waterloo Capital
Texas
$2.3M
FT
373
Fiduciary Trust
Massachusetts
$2.25M
TRSOTSOK
374
Teachers Retirement System of the State of Kentucky
Kentucky
$2.23M
PAS
375
Park Avenue Securities
New York
$2.22M