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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
DWM
426
Dynasty Wealth Management
Florida
$1.57M
SC
427
Savant Capital
Illinois
$1.57M
LNWWM
428
Laird Norton Wetherby Wealth Management
California
$1.54M
Thrivent Financial for Lutherans
429
Thrivent Financial for Lutherans
Minnesota
$1.51M
LSERS
430
Louisiana State Employees Retirement System
Louisiana
$1.51M
SAM
431
Securian Asset Management
Minnesota
$1.5M
CIC
432
Cornercap Investment Counsel
Georgia
$1.49M
CIC
433
Crawford Investment Counsel
Georgia
$1.48M
ATPW
434
Ashton Thomas Private Wealth
Arizona
$1.47M
EC
435
EntryPoint Capital
New York
$1.47M
TH
436
TCTC Holdings
Texas
$1.47M
EAMA
437
EFG Asset Management (Americas)
Florida
$1.46M
NS
438
NBC Securities
Alabama
$1.45M
SMF
439
Scott Marsh Financial
Utah
$1.45M
AIM
440
Achmea Investment Management
Netherlands
$1.43M
GIBU
441
Gulf International Bank (UK)
United Kingdom
$1.43M
CS
442
Cannell & Spears
New York
$1.43M
AFG
443
Atomi Financial Group
New York
$1.42M
SF
444
Summit Financial
New Jersey
$1.41M
MAM
445
Mirabaud Asset Management
United Kingdom
$1.4M
SFG
446
SNS Financial Group
Minnesota
$1.4M
BOTPPF
447
Board of the Pension Protection Fund
United Kingdom
$1.39M
MSRPS
448
Maryland State Retirement & Pension System
Maryland
$1.38M
MNA
449
Manning & Napier Advisors
New York
$1.36M
CF
450
Centaurus Financial
California
$1.35M