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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 %
OC
501
Oppenheimer & Co
New York
$955K -$13.6K -56 -1%
DIP
502
DT Investment Partners
Pennsylvania
$941K
VI
503
Vestcor Inc
New Brunswick, Canada
$928K +$353K +1,451 +61%
AFG
504
ABLE Financial Group
Arizona
$926K +$83.6K +344 +10%
RWM
505
Ritholtz Wealth Management
New York
$923K +$559K +2,302 +154%
AI
506
Accredited Investors
Minnesota
$923K
SL
507
SWMG LLC
Texas
$914K +$126K +500 +16%
NMIMC
508
Northwestern Mutual Investment Management Company
Wisconsin
$911K +$6.32K +26 +0.7%
MWM
509
MGB Wealth Management
Texas
$909K -$31.3K -129 -3%
MWM
510
Mission Wealth Management
California
$909K +$25.8K +106 +3%
SPA
511
Sherbrooke Park Advisers
New York
$904K +$536K +2,205 +145%
CMA
512
Cedar Mountain Advisors
Oregon
$901K +$3.16K +13 +0.4%
QCG
513
Quadrant Capital Group
Ohio
$896K -$110K -451 -11%
BFS
514
Bradley Foster & Sargent
Connecticut
$893K +$183K +753 +26%
Bessemer Group
515
Bessemer Group
New Jersey
$886K +$44K +181 +5%
JF
516
JSF Financial
California
$882K +$882K +3,630 New
IQI
517
Integrated Quantitative Investments
Washington
$879K +$879K +3,618 New
BA
518
Bridgewater Advisors
New York
$878K +$6.2K +25 +0.7%
SA
519
SRN Advisors
Pennsylvania
$860K +$50.6K +208 +6%
CI Investments Inc
520
CI Investments Inc
Ontario, Canada
$857K +$1.7K +7 +0.2%
Squarepoint
521
Squarepoint
New York
$849K +$3.89K +16 +0.5%
ECAM
522
East Coast Asset Management
Massachusetts
$848K
IWA
523
Icon Wealth Advisors
Texas
$845K +$389K +1,599 +85%
O
524
Ossiam
France
$842K +$188K +774 +29%
PP
525
PDT Partners
New York
$830K -$637K -2,621 -43%