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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 %
Wellington Management Group
401
Wellington Management Group
Massachusetts
$1.81M +$392K +1,612 +28%
WT
402
Whittier Trust
California
$1.8M +$67.3K +277 +4%
KIA
403
Knollwood Investment Advisory
Maryland
$1.79M
DCM
404
Dean Capital Management
Kansas
$1.79M +$95.8K +394 +6%
CCM
405
Copeland Capital Management
Pennsylvania
$1.77M -$21.3M -87,449 -92%
FNT
406
First National Trust
Pennsylvania
$1.75M
BAM
407
Boyar Asset Management
New York
$1.75M +$243 +1 +0%
HIMCH
408
Hartford Investment Management Co (HIMCO)
Connecticut
$1.73M -$4.38K -18 -0.3%
TWM
409
Trueblood Wealth Management
Ohio
$1.71M -$243 -1 -0%
PGCM
410
Prescott Group Capital Management
Oklahoma
$1.7M
Koshinski Asset Management
411
Koshinski Asset Management
Illinois
$1.7M +$255K +1,050 +18%
WF
412
Welch & Forbes
Massachusetts
$1.68M -$1.46K -6 -0.1%
DILIC
413
Dai-ichi Life Insurance Company
Japan
$1.66M -$459K -1,889 -22%
YIH
414
Y-Intercept (HK)
Hong Kong
$1.66M +$1.66M +6,823 New
CFO
415
Callan Family Office
Pennsylvania
$1.65M +$313K +1,288 +23%
EWA
416
EP Wealth Advisors
California
$1.64M +$191K +785 +13%
KNW
417
Kesler Norman & Wride
Utah
$1.64M -$17.7K -73 -1%
NWMG
418
Nicholson Wealth Management Group
South Carolina
$1.62M +$28.7K +118 +2%
NMG
419
New Millennium Group
Utah
$1.61M +$1.6M +6,592 +12,925%
JF
420
Jump Financial
Illinois
$1.61M -$6.79M -27,938 -81%
HCM
421
Hilton Capital Management
New York
$1.6M -$210K -863 -12%
DWM
422
Dynasty Wealth Management
Florida
$1.57M -$35.5K -146 -2%
SC
423
Savant Capital
Illinois
$1.57M +$140K +575 +10%
LNWWM
424
Laird Norton Wetherby Wealth Management
California
$1.54M +$1.54M +6,321 New
Thrivent Financial for Lutherans
425
Thrivent Financial for Lutherans
Minnesota
$1.51M +$7.99K +33 +0.5%