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Broadridge

1,088 hedge funds and large institutions have $25.5B invested in Broadridge in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 463 increasing their positions, 358 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6M
Puts
$14.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
501
Biltmore Family Office
North Carolina
$979K
KFA
502
Kelleher Financial Advisors
New York
$973K
BO
503
Bank OZK
Arkansas
$972K
CBA
504
Coastal Bridge Advisors
Connecticut
$969K
OC
505
Oppenheimer & Co
New York
$955K
DIP
506
DT Investment Partners
Pennsylvania
$941K
VI
507
Vestcor Inc
New Brunswick, Canada
$928K
AFG
508
ABLE Financial Group
Arizona
$926K
RWM
509
Ritholtz Wealth Management
New York
$923K
AI
510
Accredited Investors
Minnesota
$923K
SL
511
SWMG LLC
Texas
$914K
SWIM
512
Smallwood Wealth Investment Management
New Jersey
$911K
NMIMC
513
Northwestern Mutual Investment Management Company
Wisconsin
$911K
MWM
514
MGB Wealth Management
Texas
$909K
MWM
515
Mission Wealth Management
California
$909K
SPA
516
Sherbrooke Park Advisers
New York
$904K
CMA
517
Cedar Mountain Advisors
Oregon
$901K
QCG
518
Quadrant Capital Group
Ohio
$896K
BFS
519
Bradley Foster & Sargent
Connecticut
$893K
Bessemer Group
520
Bessemer Group
New Jersey
$886K
JF
521
JSF Financial
California
$882K
IQI
522
Integrated Quantitative Investments
Washington
$879K
BA
523
Bridgewater Advisors
New York
$878K
SA
524
SRN Advisors
Pennsylvania
$860K
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
$857K