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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 %
NMERB
451
New Mexico Educational Retirement Board
New Mexico
$1.33M
EOJOAM
452
E. Ohman J:or Asset Management
Sweden
$1.32M
TCM
453
Tributary Capital Management
Nebraska
$1.31M +$44.5K +183 +4%
LA
454
LVW Advisors
New York
$1.27M +$208K +854 +20%
VA
455
Vident Advisory
Georgia
$1.26M +$35.5K +146 +3%
PS
456
Principal Securities
Iowa
$1.25M -$347K -1,427 -22%
CIBC World Market
457
CIBC World Market
Ontario, Canada
$1.24M -$3.29M -13,542 -73%
Jones Financial Companies
458
Jones Financial Companies
Missouri
$1.24M +$237K +989 +24%
HWM
459
HB Wealth Management
Georgia
$1.23M -$33.5K -138 -3%
KTM
460
Keeler Thomas Management
Utah
$1.22M +$1.22M +5,014 New
JSSH
461
J. Safra Sarasin Holding
$1.21M +$229K +944 +23%
MWM
462
MorganRosel Wealth Management
Colorado
$1.21M +$236K +971 +24%
Verition Fund Management
463
Verition Fund Management
Connecticut
$1.2M +$300K +1,234 +33%
BWP
464
Burling Wealth Partners
Illinois
$1.19M -$345K -1,420 -22%
HAG
465
HighPoint Advisor Group
Illinois
$1.19M -$17K -70 -1%
NW
466
NewEdge Wealth
Pennsylvania
$1.18M +$44.2K +166 +4%
FC
467
FORA Capital
Florida
$1.17M +$1.17M +4,832 New
JIC
468
Johnson Investment Counsel
Ohio
$1.17M -$63.2K -260 -5%
ALMGDA
469
AG2R La Mondiale Gestion d'Actifs
France
$1.16M
SAM
470
Silvercrest Asset Management
New York
$1.16M +$5.59K +23 +0.5%
MC
471
Montag & Caldwell
Georgia
$1.15M
PFS
472
Prospera Financial Services
Texas
$1.15M -$98K -403 -8%
CCA
473
Catalyst Capital Advisors
New York
$1.15M -$155K -637 -12%
DWM
474
Dakota Wealth Management
Florida
$1.15M +$136K +561 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
475
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.14M +$800K +3,290 +236%