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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
Public Sector Pension Investment Board (PSP Investments)
376
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.19M
AF
377
Avanza Fonder
Sweden
$2.17M
RPI
378
Railway Pension Investments
United Kingdom
$2.16M
SW
379
Simplicity Wealth
New Jersey
$2.16M
LCM
380
Logan Capital Management
Pennsylvania
$2.15M
Envestnet Portfolio Solutions
381
Envestnet Portfolio Solutions
Illinois
$2.15M
MC
382
Machina Capital
France
$2.11M
NIM
383
NEOS Investment Management
Connecticut
$2.11M
LIM
384
Leavell Investment Management
Alabama
$2.11M
PPC
385
Park Place Capital
Alabama
$2.09M
LF
386
Lee Financial
Texas
$2.04M
RWP
387
RWA Wealth Partners
Massachusetts
$2.03M
FCBT
388
First Citizens Bank & Trust
North Carolina
$2.03M
NGA
389
Naples Global Advisors
Florida
$2.01M
TPSF
390
Texas Permanent School Fund
Texas
$2.01M
MGP
391
Metis Global Partners
California
$1.98M
MSU
392
Mizuho Securities USA
New York
$1.97M
ESL
393
Element Squared LLC
Minnesota
$1.96M
QCM
394
QRG Capital Management
Illinois
$1.95M
SL
395
Sentry LLC
Tennessee
$1.93M
1832 Asset Management
396
1832 Asset Management
Ontario, Canada
$1.91M
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$1.9M
HKAM
398
Horizon Kinetics Asset Management
New York
$1.89M
Two Sigma Investments
399
Two Sigma Investments
New York
$1.84M
KRS
400
Kentucky Retirement Systems
Kentucky
$1.82M