Broadridge
1,101 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, 471 increasing their positions, 361 reducing their positions, and 79 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 471 | Existing positions reduced: 361
10% more call options, than puts
Call options by funds: $15.6M | Put options by funds: $14.2M
7% more capital inflows, than outflows
Capital inflows: $889M | Capital outflows: $833M
4% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 79
0.34% less ownership
Funds ownership: 90.01% → 89.67% (-0.34%)
1% less funds holding
Funds holding: 1,115 → 1,101 (-14)
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$70.9M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$57.6M |
| 3 |
Millennium Management
New York
|
+$48.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$39.4M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$32.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$65.2M |
| 2 |
Junto Capital Management
New York
|
-$64.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$38.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$35.6M |
| 5 |
Gillson Capital
Chicago,
Illinois
|
-$35.5M |
BR Hedge Fund Activity: Q2 2025 in Review
1,101 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2025, worth a combined $25.5B — up 0.22% from $25.5B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new BR positions and 79 closed out — a net gain of 3 holders — while 471 added to existing stakes and 361 trimmed.
The largest buyer was Vanguard Group, adding an estimated $70.9M. The largest seller was Citadel Advisors, cutting an estimated $65.2M.
- 1,101 institutional investors held Broadridge (BR) as of Q2 2025, down from 1,115 in Q1 2025.
- Funds reported $25.5B of Broadridge stock for Q2 2025, up 0.22% quarter-over-quarter.
- 82 funds opened new Broadridge positions in Q2 2025 and 79 closed out, a net change of +3 holders.
- The largest Broadridge buyer in Q2 2025 was Vanguard Group, an estimated $70.9M added.
- The largest Broadridge seller in Q2 2025 was Citadel Advisors, an estimated $65.2M sold.
Based on aggregated 13F filings for Q2 2025.