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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 %
BHIA
526
Birch Hill Investment Advisors
Massachusetts
$830K +$830K +3,415 New
HH
527
Hilltop Holdings
Texas
$801K -$217K -892 -21%
VT
528
Vise Technologies
New York
$796K +$796K +3,276 New
WI
529
WBI Investments
New Jersey
$793K +$425K +1,750 +116%
OIA
530
OneDigital Investment Advisors
Kansas
$790K +$2.43K +10 +0.3%
DBRC
531
D.B. Root & Company
Pennsylvania
$788K +$243 +1 +0%
GWM
532
Gibbs Wealth Management
Georgia
$785K +$785K +3,230 New
TSWM
533
Triangle Securities Wealth Management
North Carolina
$784K +$784K +3,226 New
IA
534
IFG Advisory
Georgia
$783K +$5.35K +22 +0.7%
GWM
535
Guardian Wealth Management
Illinois
$779K -$51.8K -213 -6%
CBUSF
536
Construction & Building Unions Superannuation Fund
Australia
$778K
IEFM
537
IQ EQ Fund Management
Ireland
$775K
KRSITF
538
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$774K -$53.7K -221 -6%
GIM
539
Glenmede Investment Management
Pennsylvania
$763K +$763K +3,139 New
PW
540
Pandora Wealth
Illinois
$755K -$16.8K -69 -2%
ALA
541
Atlas Legacy Advisors
California
$745K +$151K +620 +25%
LCWP
542
Legacy Capital Wealth Partners
Arkansas
$735K -$22.8K -94 -3%
UAG
543
United Advisor Group
Ohio
$731K +$23.1K +95 +3%
GLA
544
Great Lakes Advisors
Illinois
$731K -$424K -1,745 -37%
VSQM
545
V-Square Quantitative Management
Illinois
$721K +$56.6K +233 +9%
MHC
546
Meyer Handelman Company
New York
$718K -$36.5K -150 -5%
UW
547
Unique Wealth
Florida
$718K +$52K +214 +8%
CG
548
Clarus Group
Texas
$717K +$10.7K +44 +2%
SWK
549
Stephen W. Kidder
$717K
BFA
550
Beaumont Financial Advisors
Massachusetts
$714K -$243 -1 -0%