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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 %
Public Sector Pension Investment Board (PSP Investments)
376
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.19M -$1.7M -6,978 -44%
AF
377
Avanza Fonder
Sweden
$2.17M +$65.1K +268 +3%
RPI
378
Railway Pension Investments
United Kingdom
$2.16M +$608K +2,500 +39%
SW
379
Simplicity Wealth
New Jersey
$2.16M +$604K +2,487 +39%
LCM
380
Logan Capital Management
Pennsylvania
$2.15M -$798K -3,282 -27%
Envestnet Portfolio Solutions
381
Envestnet Portfolio Solutions
Illinois
$2.15M -$388K -1,598 -15%
MC
382
Machina Capital
France
$2.11M +$291K +1,196 +16%
NIM
383
NEOS Investment Management
Connecticut
$2.11M +$433K +1,783 +26%
LIM
384
Leavell Investment Management
Alabama
$2.11M -$55.9K -229 -3%
PPC
385
Park Place Capital
Alabama
$2.09M -$71.2K -291 -3%
LF
386
Lee Financial
Texas
$2.04M +$192K +790 +10%
RWP
387
RWA Wealth Partners
Massachusetts
$2.03M
FCBT
388
First Citizens Bank & Trust
North Carolina
$2.03M -$81.4K -335 -4%
NGA
389
Naples Global Advisors
Florida
$2.01M -$21.7K -89 -1%
MGP
390
Metis Global Partners
California
$1.98M -$451K -1,854 -19%
MSU
391
Mizuho Securities USA
New York
$1.97M -$304K -1,250 -13%
QCM
392
QRG Capital Management
Illinois
$1.95M -$73.6K -303 -4%
SL
393
Sentry LLC
Tennessee
$1.93M
1832 Asset Management
394
1832 Asset Management
Ontario, Canada
$1.91M -$2.09M -8,580 -52%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$1.9M +$35.7K +147 +2%
HKAM
396
Horizon Kinetics Asset Management
New York
$1.89M +$282K +1,162 +18%
Two Sigma Investments
397
Two Sigma Investments
New York
$1.84M +$1.64M +6,748 +801%
KRS
398
Kentucky Retirement Systems
Kentucky
$1.82M -$120K -492 -6%
Vontobel Holding
399
Vontobel Holding
Switzerland
$1.82M -$17.7K -73 -1%
NB
400
Norinchukin Bank
Japan
$1.81M +$248K +1,019 +16%