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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 %
MFG
476
Menard Financial Group
Texas
$1.12M -$28.7K -118 -2%
MF
477
Magnetar Financial
Illinois
$1.12M +$1.12M +4,600 New
TIAA Trust, National Association
478
TIAA Trust, National Association
North Carolina
$1.1M +$8.26K +34 +0.8%
IGAM
479
iA Global Asset Management
Quebec, Canada
$1.1M +$874K +3,597 +393%
VIM
480
Vinva Investment Management
Australia
$1.09M +$833K +3,477 +320%
BHCM
481
Brevan Howard Capital Management
Jersey
$1.09M +$564K +2,321 +107%
PAM
482
Panagora Asset Management
Massachusetts
$1.09M +$145K +596 +15%
CL
483
Choreo LLC
Illinois
$1.08M +$35.4K +145 +3%
GI
484
GAMMA Investing
California
$1.08M +$87.7K +361 +9%
EAM
485
Eukles Asset Management
Ohio
$1.06M +$18.5K +76 +2%
CII
486
Capital International Inc
California
$1.06M -$25.5K -105 -2%
TMAM
487
Tokio Marine Asset Management
Japan
$1.04M +$81.2K +334 +8%
PI
488
PFG Investments
New York
$1.03M +$2.92K +12 +0.3%
CAM
489
Creekmur Asset Management
Illinois
$1.03M +$337K +1,388 +49%
OAC
490
OMERS Administration Corp
Ontario, Canada
$1.03M
PCM
491
Prana Capital Management
Connecticut
$1.01M -$9.77M -40,205 -91%
Impax Asset Management Group
492
Impax Asset Management Group
United Kingdom
$1.01M +$1.01M +4,150 New
GWM
493
Geneos Wealth Management
Colorado
$1.01M -$241K -991 -19%
Voloridge Investment Management
494
Voloridge Investment Management
Florida
$1M -$22.6M -92,994 -96%
EF
495
Empirical Finance
Pennsylvania
$989K +$7.53K +31 +0.8%
DAS
496
Diversify Advisory Services
Utah
$988K +$988K +3,763 New
BFO
497
Biltmore Family Office
North Carolina
$979K
KFA
498
Kelleher Financial Advisors
New York
$973K -$21.9K -90 -2%
BO
499
Bank OZK
Arkansas
$972K
CBA
500
Coastal Bridge Advisors
Connecticut
$969K +$13.9K +57 +1%