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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
OAM
451
Ostrum Asset Management
France
$1.35M
FFA
452
Farther Finance Advisors
California
$1.34M
Allspring Global Investments
453
Allspring Global Investments
North Carolina
$1.34M
LRWM
454
Lord & Richards Wealth Management
Colorado
$1.34M
NMERB
455
New Mexico Educational Retirement Board
New Mexico
$1.32M
EOJOAM
456
E. Ohman J:or Asset Management
Sweden
$1.32M
TCM
457
Tributary Capital Management
Nebraska
$1.31M
LA
458
LVW Advisors
New York
$1.27M
VA
459
Vident Advisory
Georgia
$1.26M
PS
460
Principal Securities
Iowa
$1.25M
CIBC World Market
461
CIBC World Market
Ontario, Canada
$1.24M
Jones Financial Companies
462
Jones Financial Companies
Missouri
$1.24M
HWM
463
HB Wealth Management
Georgia
$1.23M
KTM
464
Keeler Thomas Management
Utah
$1.22M
JSSH
465
J. Safra Sarasin Holding
$1.21M
MWM
466
MorganRosel Wealth Management
Colorado
$1.21M
Verition Fund Management
467
Verition Fund Management
Connecticut
$1.2M
BWP
468
Burling Wealth Partners
Illinois
$1.19M
HAG
469
HighPoint Advisor Group
Illinois
$1.19M
NW
470
NewEdge Wealth
Pennsylvania
$1.18M
FC
471
FORA Capital
Florida
$1.17M
JIC
472
Johnson Investment Counsel
Ohio
$1.17M
ALMGDA
473
AG2R La Mondiale Gestion d'Actifs
France
$1.16M
SAM
474
Silvercrest Asset Management
New York
$1.16M
MC
475
Montag & Caldwell
Georgia
$1.15M