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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 %
DP
101
Dearborn Partners
Illinois
$25.2M +$231K +951 +0.9%
Teacher Retirement System of Texas
102
Teacher Retirement System of Texas
Texas
$25.1M -$6.71M -27,615 -21%
WDA
103
Wendell David Associates
New Hampshire
$24.5M -$361K -1,485 -1%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$24.3M +$1.66M +6,839 +7%
BNP Paribas Asset Management
105
BNP Paribas Asset Management
France
$24.1M -$1.05M -4,316 -4%
GCM
106
Geneva Capital Management
Wisconsin
$23.7M +$786K +3,236 +3%
New York State Teachers Retirement System (NYSTRS)
107
New York State Teachers Retirement System (NYSTRS)
New York
$21.9M +$593K +2,438 +3%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$21.5M -$2.88M -11,861 -12%
MFWM
109
Motley Fool Wealth Management
Virginia
$21.4M -$2.47M -10,178 -10%
Aviva
110
Aviva
United Kingdom
$21.2M -$11.1M -45,826 -34%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$21.1M -$8.1M -33,322 -28%
Truist Financial
112
Truist Financial
North Carolina
$21.1M -$1.32M -5,428 -6%
WPI
113
Walter Public Investments
Canada
$20.9M -$217K -893 -1%
AAF
114
Andra AP-fonden
Sweden
$20.8M +$2.77M +11,400 +15%
Caisse de Depot et Placement du Quebec (CDPQ)
115
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$20.7M +$20.7M +85,056 New
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$20.1M +$330K +1,357 +2%
CAM
117
Congress Asset Management
Massachusetts
$19.9M -$266K -1,096 -1%
CWM
118
Congress Wealth Management
Massachusetts
$19.8M -$228K -939 -1%
NC
119
Nicholas Company
Wisconsin
$19.8M -$7.29K -30 -0%
WCA
120
Waratah Capital Advisors
Ontario, Canada
$19.4M +$5.6M +23,041 +41%
Mitsubishi UFJ Trust & Banking
121
Mitsubishi UFJ Trust & Banking
Japan
$18.6M +$967K +3,979 +5%
FAF
122
Första AP-fonden
Sweden
$17.9M +$4.64M +19,100 +35%
Federated Hermes
123
Federated Hermes
Pennsylvania
$17.8M +$7.29M +29,980 +69%
PI
124
PineBridge Investments
New York
$17.5M +$810K +3,331 +5%
KLWA
125
Kelly Lawrence W & Associates
California
$17.2M -$790K -3,250 -4%