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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
Vontobel Holding
401
Vontobel Holding
Switzerland
$1.82M
NB
402
Norinchukin Bank
Japan
$1.81M
Wellington Management Group
403
Wellington Management Group
Massachusetts
$1.81M
WT
404
Whittier Trust
California
$1.8M
KIA
405
Knollwood Investment Advisory
Maryland
$1.79M
DCM
406
Dean Capital Management
Kansas
$1.79M
CCM
407
Copeland Capital Management
Pennsylvania
$1.77M
FNT
408
First National Trust
Pennsylvania
$1.75M
BAM
409
Boyar Asset Management
New York
$1.75M
HIMCH
410
Hartford Investment Management Co (HIMCO)
Connecticut
$1.73M
TWM
411
Trueblood Wealth Management
Ohio
$1.71M
PGCM
412
Prescott Group Capital Management
Oklahoma
$1.7M
Koshinski Asset Management
413
Koshinski Asset Management
Illinois
$1.7M
WF
414
Welch & Forbes
Massachusetts
$1.68M
DILIC
415
Dai-ichi Life Insurance Company
Japan
$1.66M
YIH
416
Y-Intercept (HK)
Hong Kong
$1.66M
CFO
417
Callan Family Office
Pennsylvania
$1.65M
EWA
418
EP Wealth Advisors
California
$1.64M
KNW
419
Kesler Norman & Wride
Utah
$1.64M
NWMG
420
Nicholson Wealth Management Group
South Carolina
$1.62M
NMG
421
New Millennium Group
Utah
$1.61M
JF
422
Jump Financial
Illinois
$1.61M
HCM
423
Hilton Capital Management
New York
$1.6M
DWM
424
Dynasty Wealth Management
Florida
$1.57M
SC
425
Savant Capital
Illinois
$1.57M