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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
Two Sigma Investments
401
Two Sigma Investments
New York
$1.84M
KRS
402
Kentucky Retirement Systems
Kentucky
$1.82M
Vontobel Holding
403
Vontobel Holding
Switzerland
$1.82M
NB
404
Norinchukin Bank
Japan
$1.81M
Wellington Management Group
405
Wellington Management Group
Massachusetts
$1.81M
WT
406
Whittier Trust
California
$1.8M
KIA
407
Knollwood Investment Advisory
Maryland
$1.79M
DCM
408
Dean Capital Management
Kansas
$1.79M
CCM
409
Copeland Capital Management
Pennsylvania
$1.77M
FNT
410
First National Trust
Pennsylvania
$1.75M
BAM
411
Boyar Asset Management
New York
$1.75M
HIMCH
412
Hartford Investment Management Co (HIMCO)
Connecticut
$1.73M
TWM
413
Trueblood Wealth Management
Ohio
$1.71M
PGCM
414
Prescott Group Capital Management
Oklahoma
$1.7M
Koshinski Asset Management
415
Koshinski Asset Management
Illinois
$1.7M
WF
416
Welch & Forbes
Massachusetts
$1.68M
DILIC
417
Dai-ichi Life Insurance Company
Japan
$1.66M
YIH
418
Y-Intercept (HK)
Hong Kong
$1.66M
CFO
419
Callan Family Office
Pennsylvania
$1.65M
EWA
420
EP Wealth Advisors
California
$1.64M
KNW
421
Kesler Norman & Wride
Utah
$1.64M
NWMG
422
Nicholson Wealth Management Group
South Carolina
$1.62M
NMG
423
New Millennium Group
Utah
$1.61M
JF
424
Jump Financial
Illinois
$1.61M
HCM
425
Hilton Capital Management
New York
$1.6M