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