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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
BO
501
Bank OZK
Arkansas
$972K
CBA
502
Coastal Bridge Advisors
Connecticut
$969K
OC
503
Oppenheimer & Co
New York
$955K
DIP
504
DT Investment Partners
Pennsylvania
$941K
VI
505
Vestcor Inc
New Brunswick, Canada
$928K
AFG
506
ABLE Financial Group
Arizona
$926K
RWM
507
Ritholtz Wealth Management
New York
$923K
AI
508
Accredited Investors
Minnesota
$923K
SL
509
SWMG LLC
Texas
$914K
SWIM
510
Smallwood Wealth Investment Management
New Jersey
$911K
NMIMC
511
Northwestern Mutual Investment Management Company
Wisconsin
$911K
MWM
512
MGB Wealth Management
Texas
$909K
MWM
513
Mission Wealth Management
California
$909K
SPA
514
Sherbrooke Park Advisers
New York
$904K
CMA
515
Cedar Mountain Advisors
Oregon
$901K
QCG
516
Quadrant Capital Group
Ohio
$896K
BFS
517
Bradley Foster & Sargent
Connecticut
$893K
Bessemer Group
518
Bessemer Group
New Jersey
$886K
JF
519
JSF Financial
California
$882K
IQI
520
Integrated Quantitative Investments
Washington
$879K
BA
521
Bridgewater Advisors
New York
$878K
SA
522
SRN Advisors
Pennsylvania
$860K
CI Investments Inc
523
CI Investments Inc
Ontario, Canada
$857K
Squarepoint
524
Squarepoint
New York
$849K
ECAM
525
East Coast Asset Management
Massachusetts
$848K