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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.65B +$72.5M +298,273 +2%
BlackRock
2
BlackRock
New York
$2.55B -$11.1M -45,752 -0.4%
State Street
3
State Street
Massachusetts
$1.38B +$8.55M +35,061 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$1.23B -$6.78M -27,908 -0.5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$858M -$6.85M -28,193 -0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$797M +$33M +136,386 +4%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$755M +$4.98M +20,497 +0.7%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$550M +$4.91M +20,216 +0.9%
Barclays
9
Barclays
United Kingdom
$476M +$6.61M +27,214 +1%
Mitsubishi UFJ Asset Management
10
Mitsubishi UFJ Asset Management
Japan
$426M +$15M +61,659 +4%
Northern Trust
11
Northern Trust
Illinois
$390M +$7.97M +32,801 +2%
Stifel Financial
12
Stifel Financial
Missouri
$377M -$5.4M -22,236 -1%
Capital International Investors
13
Capital International Investors
California
$366M -$5.81M -23,918 -2%
Invesco
14
Invesco
Georgia
$356M +$8.84M +36,355 +3%
APG Asset Management
15
APG Asset Management
Netherlands
$347M +$10.6M +51,313 +3%
UBS AM
16
UBS AM
Illinois
$321M +$58.9M +242,277 +23%
JIM
17
Jensen Investment Management
Oregon
$315M -$21.8M -89,526 -6%
Wells Fargo
18
Wells Fargo
California
$298M +$8.15M +33,528 +3%
BG
19
Bahl & Gaynor
Ohio
$289M +$5.45M +22,426 +2%
Ameriprise
20
Ameriprise
Minnesota
$277M +$25.1M +103,595 +10%
MIM
21
Meridiem Investment Management
United Kingdom
$272M -$699K -2,876 -0.3%
Legal & General Group
22
Legal & General Group
United Kingdom
$263M -$1.7M -7,008 -0.6%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$241M +$369K +1,519 +0.2%
Fayez Sarofim & Co
24
Fayez Sarofim & Co
Texas
$215M -$1.29M -5,311 -0.6%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$210M +$1.41M +5,807 +0.7%