BR icon

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
PWA
1076
Physician Wealth Advisors
Utah
$487
RS
1077
Rakuten Securities
Japan
$486
SIS
1078
Sound Income Strategies
Florida
$486
MSWM
1079
Mowery & Schoenfeld Wealth Management
Illinois
$244
SOW
1080
State of Wyoming
Wyoming
$243
NL
1081
NVWM LLC
Pennsylvania
$243
AA
1082
Ancora Advisors
Ohio
$243
BA
1083
Bellwether Advisors
Nebraska
$243
DWM
1084
Dogwood Wealth Management
Kansas
$238
KA
1085
Kozak & Associates
Colorado
$22
JCM
1086
Junto Capital Management
New York
GC
1087
Gillson Capital
Illinois
Tudor Investment Corp
1088
Tudor Investment Corp
Connecticut
CF
1089
Corebridge Financial
Texas
Jane Street
1090
Jane Street
New York
CG
1091
Castellan Group
Kentucky
CLGM
1092
Capitolis Liquid Global Markets
New York
LTAS
1093
Linden Thomas Advisory Services
North Carolina
LA
1094
Legacy Advisors
Pennsylvania
EP
1095
Edgestream Partners
New Jersey
BFG
1096
Bleakley Financial Group
New Jersey
PI
1097
PGGM Investments
Netherlands
LAM
1098
LECAP Asset Management
United Kingdom
AIM
1099
Aigen Investment Management
New York
AC
1100
Allstate Corporation
Illinois