BR icon

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 %
KK
176
KLP Kapitalforvaltning
Norway
$10.1M +$219K +900 +2%
MML Investors Services
177
MML Investors Services
Massachusetts
$10M -$1.09M -4,484 -10%
SMP
178
Santa Monica Partners
Florida
$9.91M
SO
179
STRS Ohio
Ohio
$9.91M -$1.15M -4,715 -10%
RAM
180
Resona Asset Management
Japan
$9.9M +$464K +1,913 +5%
AWM
181
Apollon Wealth Management
South Carolina
$9.88M +$1.42M +5,848 +17%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$9.76M +$2.59M +10,661 +36%
PP
183
Prudential plc
United Kingdom
$9.5M -$2.29M -9,412 -19%
Nomura Asset Management
184
Nomura Asset Management
Japan
$9.48M +$582K +2,393 +7%
MCG
185
McCollum Christoferson Group
New York
$9.46M -$2.67K -11 -0%
VCM
186
Vision Capital Management
Oregon
$9.39M +$240K +986 +3%
MFAM
187
Motley Fool Asset Management
Virginia
$9.38M -$202K -833 -2%
MGWM
188
Marks Group Wealth Management
Minnesota
$9.36M -$236K -970 -2%
FAF
189
Fjarde Ap-fonden
Sweden
$9.27M +$2.24M +9,200 +32%
LWM
190
Lyell Wealth Management
California
$9.27M +$517K +2,126 +6%
COA
191
Crown Oak Advisors
California
$9.26M +$59.3K +244 +0.6%
LF
192
Lansforsakringar Fondforvaltning
Sweden
$9.08M -$113K -464 -1%
Mariner
193
Mariner
Kansas
$9.07M +$207K +851 +2%
SW
194
SVB Wealth
Massachusetts
$8.84M -$4.38M -18,002 -33%
VLKIM
195
Van Lanschot Kempen Investment Management
Netherlands
$8.8M +$8.8M +36,198 New
State of New Jersey Common Pension Fund D
196
State of New Jersey Common Pension Fund D
New Jersey
$8.69M
AMM
197
American Money Management
California
$8.66M +$422K +1,735 +5%
EF
198
Empowered Funds
Pennsylvania
$8.66M +$7.7M +31,676 +801%
SG Americas Securities
199
SG Americas Securities
New York
$8.52M +$3.13M +12,883 +58%
MIM
200
MetLife Investment Management
New Jersey
$8.44M -$76.6K -315 -0.9%