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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 %
ASRS
201
Arizona State Retirement System
Arizona
$8.31M +$97.2K +400 +1%
NG
202
Northstar Group
New York
$8.26M -$45.2K -186 -0.5%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$8.24M +$315K +1,297 +4%
William Blair & Company
204
William Blair & Company
Illinois
$8.22M -$261K -1,075 -3%
MCM
205
MAI Capital Management
Ohio
$8.17M +$121K +499 +2%
BTW
206
Boston Trust Walden
Massachusetts
$7.98M -$95.5K -393 -1%
AF
207
Allworth Financial
California
$7.9M +$7.55M +31,079 +2,192%
AI
208
AdvisorShares Investments
Maryland
$7.79M +$183K +754 +2%
SOMRS
209
State of Michigan Retirement System
Michigan
$7.77M +$48.6K +200 +0.6%
Man Group
210
Man Group
United Kingdom
$7.71M -$15M -61,909 -66%
Los Angeles Capital Management
211
Los Angeles Capital Management
California
$7.66M +$2.28M +9,376 +42%
AAM
212
Aureus Asset Management
Massachusetts
$7.63M -$70.5K -290 -0.9%
OBGC
213
O'Brien Greene & Co
Pennsylvania
$7.54M -$252K -1,038 -3%
Cetera Investment Advisers
214
Cetera Investment Advisers
Illinois
$7.49M -$117K -483 -2%
KPWS
215
Kestra Private Wealth Services
Texas
$7.48M +$241K +992 +3%
X
216
Xponance
Pennsylvania
$7.47M +$993K +4,087 +15%
PKC
217
Palmer Knight Company
Florida
$7.38M -$10.9K -45 -0.1%
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.32M -$540K -2,220 -7%
SAM
219
Shell Asset Management
Netherlands
$7.31M +$3.42M +14,067 +88%
N
220
Numerai
California
$7.25M +$7.25M +29,820 New
AI
221
Atria Investments
North Carolina
$7.23M -$326K -1,342 -4%
EI
222
Ethic Inc
New York
$7.21M +$414K +1,730 +6%
Skandinaviska Enskilda Banken (SEB)
223
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.17M +$1.34M +5,516 +23%
II
224
IFM Investors
Australia
$7.13M +$361K +1,484 +5%
COPPSERS
225
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7M +$497K +2,047 +8%