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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 %
FH
1101
Financial Harvest
Florida
-$308K -3,352 Closed
USAA
1102
United Services Automobile Association
Texas
-$571K -2,405 Closed
AIA
1103
AssuredPartners Investment Advisors
Florida
-$527K -2,173 Closed
T
1104
TOBAM
France
-$500K -2,063 Closed
CCM
1105
Crew Capital Management
Ohio
-$490K -2,020 Closed
TFS
1106
Thoroughbred Financial Services
Tennessee
-$486K -2,008 Closed
MYAM
1107
Meiji Yasuda Asset Management
Japan
-$469K -1,935 Closed
OCM
1108
Orser Capital Management
Texas
-$446K -1,838 Closed
CAM
1109
Clark Asset Management
New Hampshire
-$443K -1,828 Closed
NRD
1110
Nebula Research & Development
New York
-$395K -1,629 Closed
SPS
1111
Susquehanna Portfolio Strategies
Pennsylvania
-$388K -1,600 Closed
CP
1112
CenterBook Partners
Connecticut
-$387K -1,595 Closed
CWC
1113
Carolinas Wealth Consulting
North Carolina
-$377K -1,556 Closed
TCM
1114
Teza Capital Management
Illinois
-$361K -1,487 Closed
TSS
1115
Two Sigma Securities
New York
-$345K -1,424 Closed
LSIA
1116
LaSalle St. Investment Advisors
Illinois
-$342K -1,412 Closed
WA
1117
Wambolt & Associates
Colorado
-$344K -1,404 Closed
AC
1118
AXQ Capital
New Jersey
-$332K -1,369 Closed
Arrowstreet Capital
1119
Arrowstreet Capital
Massachusetts
-$324K -1,337 Closed
SGAM
1120
Smith Group Asset Management
Texas
-$318K -1,310 Closed
BCM
1121
Brown Capital Management
Maryland
-$283K -1,169 Closed
Two Sigma Advisers
1122
Two Sigma Advisers
New York
-$267K -1,100 Closed
CA
1123
Claro Advisors
Massachusetts
-$266K -1,095 Closed
FP
1124
Fiduciary Planning
Florida
-$252K -1,038 Closed
SI
1125
Seeds Investor
New York
-$250K -1,031 Closed