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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
TRSOTSOK
376
Teachers Retirement System of the State of Kentucky
Kentucky
$2.23M
PAS
377
Park Avenue Securities
New York
$2.22M
Public Sector Pension Investment Board (PSP Investments)
378
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.19M
AF
379
Avanza Fonder
Sweden
$2.17M
RPI
380
Railway Pension Investments
United Kingdom
$2.16M
SW
381
Simplicity Wealth
New Jersey
$2.16M
LCM
382
Logan Capital Management
Pennsylvania
$2.15M
Envestnet Portfolio Solutions
383
Envestnet Portfolio Solutions
Illinois
$2.15M
MC
384
Machina Capital
France
$2.11M
NIM
385
NEOS Investment Management
Connecticut
$2.11M
LIM
386
Leavell Investment Management
Alabama
$2.11M
PPC
387
Park Place Capital
Alabama
$2.09M
LF
388
Lee Financial
Texas
$2.04M
RWP
389
RWA Wealth Partners
Massachusetts
$2.03M
FCBT
390
First Citizens Bank & Trust
North Carolina
$2.03M
NGA
391
Naples Global Advisors
Florida
$2.01M
TPSF
392
Texas Permanent School Fund
Texas
$2.01M
MGP
393
Metis Global Partners
California
$1.98M
MSU
394
Mizuho Securities USA
New York
$1.97M
ES
395
Element Squared
Minnesota
$1.96M
QCM
396
QRG Capital Management
Illinois
$1.95M
SL
397
Sentry LLC
Tennessee
$1.93M
1832 Asset Management
398
1832 Asset Management
Ontario, Canada
$1.91M
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$1.9M
HKAM
400
Horizon Kinetics Asset Management
New York
$1.89M