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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
14.47%
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 %
ROC
126
Running Oak Capital
Minnesota
$17M +$495K +2,031 +3%
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$17M +$101K +416 +0.6%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$16.9M +$762K +3,137 +5%
Kovitz Investment Group Partners
129
Kovitz Investment Group Partners
Illinois
$16.8M +$10.4M +42,789 +163%
CGH
130
Crossmark Global Holdings
Texas
$16.5M +$2.02M +8,299 +14%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$16.3M +$279K +1,150 +2%
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1M -$453K -1,862 -3%
Prudential Financial
133
Prudential Financial
New Jersey
$16.1M +$1.37M +5,641 +9%
CIBC Asset Management
134
CIBC Asset Management
Ontario, Canada
$15.7M +$2.11M +8,674 +16%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.5M -$788K -3,242 -5%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$15.1M +$163K +672 +1%
DLA
137
Douglas Lane & Associates
New York
$14.8M -$423K -1,740 -3%
Allianz Asset Management
138
Allianz Asset Management
Germany
$14.5M +$6.34M +26,083 +77%
MCM
139
McRae Capital Management
New Jersey
$14.2M -$316K -1,300 -2%
AAM
140
Advisors Asset Management
Colorado
$14.2M -$489K -2,011 -3%
WT
141
Washington Trust
Rhode Island
$14.1M -$75.1K -309 -0.5%
FNBT
142
FineMark National Bank & Trust
Florida
$14M -$18.5K -76 -0.1%
SFI
143
Susquehanna Fundamental Investments
Pennsylvania
$13.9M -$7.64M -31,451 -35%
WorldQuant Millennium Advisors
144
WorldQuant Millennium Advisors
New York
$13.5M -$17.9M -73,460 -57%
DekaBank Deutsche Girozentrale
145
DekaBank Deutsche Girozentrale
Germany
$13.4M +$114K +476 +0.9%
Asset Management One
146
Asset Management One
Japan
$13.4M +$364K +1,498 +3%
CB
147
Commerce Bank
Missouri
$13.3M +$177K +727 +1%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$13.2M +$206K +849 +2%
GIA
149
GHP Investment Advisors
Colorado
$13.1M +$728K +2,997 +6%
Robeco Institutional Asset Management
150
Robeco Institutional Asset Management
Netherlands
$13M -$1.54M -6,338 -11%