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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 %
LSERS
426
Louisiana State Employees Retirement System
Louisiana
$1.51M -$24.3K -100 -2%
SAM
427
Securian Asset Management
Minnesota
$1.5M -$24.5K -101 -2%
CIC
428
Cornercap Investment Counsel
Georgia
$1.49M +$690K +2,839 +86%
CIC
429
Crawford Investment Counsel
Georgia
$1.48M +$85.1K +350 +6%
ATPW
430
Ashton Thomas Private Wealth
Arizona
$1.47M +$520K +2,134 +55%
EC
431
EntryPoint Capital
New York
$1.47M +$1.47M +6,049 New
TH
432
TCTC Holdings
Texas
$1.47M
EAMA
433
EFG Asset Management (Americas)
Florida
$1.46M -$241K -990 -14%
NS
434
NBC Securities
Alabama
$1.45M +$41.3K +170 +3%
SMF
435
Scott Marsh Financial
Utah
$1.45M +$1.45M +5,948 New
AIM
436
Achmea Investment Management
Netherlands
$1.43M +$166K +682 +13%
GIBU
437
Gulf International Bank (UK)
United Kingdom
$1.43M -$269K -1,109 -16%
CS
438
Cannell & Spears
New York
$1.43M -$243 -1 -0%
AFG
439
Atomi Financial Group
New York
$1.42M +$259K +1,064 +22%
SF
440
Summit Financial
New Jersey
$1.41M +$10.2K +42 +0.7%
MAM
441
Mirabaud Asset Management
United Kingdom
$1.4M -$82.4K -344 -6%
SFG
442
SNS Financial Group
Minnesota
$1.4M -$9.03K -37 -0.6%
BOTPPF
443
Board of the Pension Protection Fund
United Kingdom
$1.39M +$632K +2,600 +84%
MSRPS
444
Maryland State Retirement & Pension System
Maryland
$1.38M +$46.4K +191 +3%
MNA
445
Manning & Napier Advisors
New York
$1.36M -$358K -1,473 -21%
CF
446
Centaurus Financial
California
$1.35M -$11.2K -46 -0.8%
OAM
447
Ostrum Asset Management
France
$1.35M -$27.5K -113 -2%
FFA
448
Farther Finance Advisors
California
$1.34M +$483K +1,987 +56%
Allspring Global Investments
449
Allspring Global Investments
North Carolina
$1.34M -$36K -147 -3%
LRWM
450
Lord & Richards Wealth Management
Colorado
$1.34M +$123K +506 +10%