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Broadridge

1,088 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, 463 increasing their positions, 358 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
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
Squarepoint
526
Squarepoint
New York
$849K
ECAM
527
East Coast Asset Management
Massachusetts
$848K
IWA
528
Icon Wealth Advisors
Texas
$845K
O
529
Ossiam
France
$842K
PP
530
PDT Partners
New York
$830K
BHIA
531
Birch Hill Investment Advisors
Massachusetts
$830K
HH
532
Hilltop Holdings
Texas
$801K
VT
533
Vise Technologies
New York
$796K
WI
534
WBI Investments
New Jersey
$793K
OIA
535
OneDigital Investment Advisors
Kansas
$790K
DBRC
536
D.B. Root & Company
Pennsylvania
$788K
GWM
537
Gibbs Wealth Management
Georgia
$785K
TSWM
538
Triangle Securities Wealth Management
North Carolina
$784K
IA
539
IFG Advisory
Georgia
$783K
GWM
540
Guardian Wealth Management
Illinois
$779K
CBUSF
541
Construction & Building Unions Superannuation Fund
Australia
$778K
IEFM
542
IQ EQ Fund Management
Ireland
$775K
KRSITF
543
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$774K
GIM
544
Glenmede Investment Management
Pennsylvania
$763K
PW
545
Pandora Wealth
Illinois
$755K
ALA
546
Atlas Legacy Advisors
California
$745K
LCWP
547
Legacy Capital Wealth Partners
Arkansas
$735K
UAG
548
United Advisor Group
Ohio
$731K
GLA
549
Great Lakes Advisors
Illinois
$731K
VSQM
550
V-Square Quantitative Management
Illinois
$721K