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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 %
SEI Investments
151
SEI Investments
Pennsylvania
$12.9M +$2.68M +11,028 +26%
AFA
152
Abacus FCF Advisors
Florida
$12.9M +$12.9M +52,935 New
Adage Capital Partners
153
Adage Capital Partners
Massachusetts
$12.8M -$16.8M -69,300 -57%
AC
154
Addenda Capital
Quebec, Canada
$12.7M +$244K +1,002 +2%
GAM
155
Gotham Asset Management
New York
$12.6M +$3.93M +16,180 +45%
AIMC
156
Alley Investment Management Company
Illinois
$12.5M -$92.6K -381 -0.7%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$12.3M -$127K -523 -1%
QCM
158
Quantinno Capital Management
New York
$12.3M +$301K +1,237 +3%
US Bancorp
159
US Bancorp
Minnesota
$12.3M -$468K -1,924 -4%
HighTower Advisors
160
HighTower Advisors
Illinois
$12.1M -$17M -69,787 -58%
Citadel Advisors
161
Citadel Advisors
Florida
$12.1M -$66.7M -274,263 -85%
Schroder Investment Management Group
162
Schroder Investment Management Group
United Kingdom
$11.9M +$2.87M +11,790 +32%
SG
163
Sienna Gestion
France
$11.7M +$1.05M +4,746 +10%
Toronto Dominion Bank
164
Toronto Dominion Bank
Ontario, Canada
$11.6M -$2.2M -9,051 -16%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$11.5M +$2.46M +10,133 +27%
SAM
166
Southernsun Asset Management
Tennessee
$11.4M -$164K -676 -1%
Ensign Peak Advisors
167
Ensign Peak Advisors
Utah
$11.4M +$248K +1,020 +2%
MSV
168
MN Services Vermogensbeheer
Netherlands
$10.9M +$535K +2,200 +5%
LA
169
LBP AM
France
$10.8M +$10.8M +44,594 New
IWC
170
Integrated Wealth Concepts
Massachusetts
$10.6M +$3.26M +13,416 +44%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$10.5M +$88.3K +362 +0.8%
ProShare Advisors
172
ProShare Advisors
Maryland
$10.5M -$762K -3,135 -7%
Comerica Bank
173
Comerica Bank
Texas
$10.5M -$128K -525 -1%
MCM
174
Mattern Capital Management
Colorado
$10.3M +$25.8K +106 +0.3%
Swedbank
175
Swedbank
Sweden
$10.2M +$3.68M +15,159 +56%