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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
DWM
476
Dakota Wealth Management
Florida
$1.15M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
477
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.14M
MFG
478
Menard Financial Group
Texas
$1.12M
MF
479
Magnetar Financial
Illinois
$1.12M
TIAA Trust, National Association
480
TIAA Trust, National Association
North Carolina
$1.1M
IGAM
481
iA Global Asset Management
Quebec, Canada
$1.1M
VIM
482
Vinva Investment Management
Australia
$1.09M
BHCM
483
Brevan Howard Capital Management
Jersey
$1.09M
PAM
484
Panagora Asset Management
Massachusetts
$1.09M
CL
485
Choreo LLC
Illinois
$1.08M
GI
486
GAMMA Investing
California
$1.08M
EAM
487
Eukles Asset Management
Ohio
$1.06M
CII
488
Capital International Inc
California
$1.06M
TMAM
489
Tokio Marine Asset Management
Japan
$1.04M
PI
490
PFG Investments
New York
$1.03M
CAM
491
Creekmur Asset Management
Illinois
$1.03M
OAC
492
OMERS Administration Corp
Ontario, Canada
$1.03M
PCM
493
Prana Capital Management
Connecticut
$1.01M
Impax Asset Management Group
494
Impax Asset Management Group
United Kingdom
$1.01M
GWM
495
Geneos Wealth Management
Colorado
$1.01M
Voloridge Investment Management
496
Voloridge Investment Management
Florida
$1M
EF
497
Empirical Finance
Pennsylvania
$989K
DAS
498
Diversify Advisory Services
Utah
$988K
BFO
499
Biltmore Family Office
North Carolina
$979K
KFA
500
Kelleher Financial Advisors
New York
$973K