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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 %
Swiss National Bank
51
Swiss National Bank
Switzerland
$86.1M +$5.95M +24,500 +7%
Millennium Management
52
Millennium Management
New York
$80.7M +$49.3M +202,677 +157%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$78.9M -$3.45M -14,227 -4%
FAM
54
Fenimore Asset Management
New York
$76.9M +$502K +2,065 +0.7%
First Trust Advisors
55
First Trust Advisors
Illinois
$76.5M +$16.5M +67,751 +27%
LPL Financial
56
LPL Financial
California
$75.1M +$1.43M +5,864 +2%
American Century Companies
57
American Century Companies
Missouri
$67.8M +$6.53M +26,862 +11%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$66.8M -$11.1M -45,678 -14%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$66.1M +$2.67M +10,992 +4%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$64.1M +$449K +1,847 +0.7%
Luther King Capital Management (LKCM)
61
Luther King Capital Management (LKCM)
Texas
$63.8M -$698K -2,872 -1%
AQR Capital Management
62
AQR Capital Management
Connecticut
$63.5M +$12.7M +52,978 +25%
LWCFA
63
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62.8M -$756K -3,111 -1%
Ninety One (UK)
64
Ninety One (UK)
United Kingdom
$62.7M -$3.62M -14,902 -5%
SIC
65
Schwartz Investment Counsel
Michigan
$60.1M
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$58.9M -$36.4M -149,897 -38%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$56M -$16.1M -66,361 -22%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$53.1M -$3.01M -12,400 -5%
GKIM
69
GW&K Investment Management
Massachusetts
$53.1M -$1.06M -4,363 -2%
Nordea Investment Management
70
Nordea Investment Management
Sweden
$52.9M +$15.3M +63,798 +41%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$51.6M +$8.09M +33,303 +19%
BMSSC
72
B. Metzler seel. Sohn & Co
Germany
$47.5M -$2.87M -11,825 -6%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$46.4M +$6.15M +25,302 +15%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$45.3M +$1.66M +6,822 +4%
Assenagon Asset Management
75
Assenagon Asset Management
Luxembourg
$43.7M -$15.8M -65,049 -27%