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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 %
Bank of America
26
Bank of America
North Carolina
$207M +$40.3M +165,965 +24%
Goldman Sachs
27
Goldman Sachs
New York
$204M +$27.2M +111,740 +15%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$202M -$9.31M -38,313 -4%
Amundi
29
Amundi
France
$179M +$21.2M +89,227 +13%
Franklin Resources
30
Franklin Resources
California
$173M -$7.72M -31,766 -4%
Macquarie Group
31
Macquarie Group
Australia
$173M -$8.24M -33,886 -5%
Charles Schwab
32
Charles Schwab
California
$171M +$2.48M +10,219 +1%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$152M +$1.99M +8,184 +1%
CIM
34
Confluence Investment Management
Missouri
$145M -$2.96M -12,195 -2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$144M -$13.4M -55,193 -9%
Norges Bank
36
Norges Bank
Norway
$124M +$124M +509,451 New
AllianceBernstein
37
AllianceBernstein
Tennessee
$113M -$9.37M -38,558 -8%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$111M -$4.24M -17,452 -4%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$107M -$517K -2,128 -0.5%
Deutsche Bank
40
Deutsche Bank
Germany
$106M -$11.9M -49,130 -10%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$106M -$19.4M -79,688 -15%
Corient Private Wealth
42
Corient Private Wealth
Florida
$105M +$5.39M +22,095 +5%
RG
43
Rathbones Group
United Kingdom
$105M -$1.42M -5,858 -1%
UBS Group
44
UBS Group
Switzerland
$101M -$39.2M -161,228 -28%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$98.5M -$611K -2,516 -0.6%
Principal Financial Group
46
Principal Financial Group
Iowa
$96.6M -$1.76M -7,228 -2%
Parnassus Investments
47
Parnassus Investments
California
$95.5M -$11.1M -45,683 -10%
Raymond James Financial
48
Raymond James Financial
Florida
$95.4M +$213K +876 +0.2%
NL
49
Nuveen LLC
North Carolina
$93.3M +$1.6M +6,587 +2%
EARNEST Partners
50
EARNEST Partners
Georgia
$88.9M +$422K +1,735 +0.5%