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Broadridge

1,093 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 386 increasing their positions, 401 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+54
Holders Change %
+5.2%
% of All Funds
14.84%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
127
Increased
386
Reduced
401
Closed
53
Calls
$23.6M
Puts
$14.9M
Net Calls
+$8.62M
Net Calls Change
+$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
526
SRN Advisors
Pennsylvania
$807K -$25.2K -104 -3%
CIC
527
Cornercap Investment Counsel
Georgia
$801K -$9.7K -40 -1%
DBRC
528
D.B. Root & Company
Pennsylvania
$786K -$1.94K -8 -0.2%
OIA
529
OneDigital Investment Advisors
Kansas
$786K +$64.7K +267 +9%
DFG
530
Delta Financial Group
New Jersey
$785K
CBUSF
531
Construction & Building Unions Superannuation Fund
Australia
$776K -$48.5K -200 -6%
IA
532
IFG Advisory
Georgia
$776K +$17.5K +72 +2%
FB
533
Fulton Bank
Pennsylvania
$773K -$37.8K -156 -5%
IEFM
534
IQ EQ Fund Management
Ireland
$773K
PW
535
Pandora Wealth
Illinois
$770K +$770K +3,175 New
LCWP
536
Legacy Capital Wealth Partners
Arkansas
$756K -$31.8K -131 -4%
MHC
537
Meyer Handelman Company
New York
$753K -$30.3K -125 -4%
BOTPPF
538
Board of the Pension Protection Fund
United Kingdom
$752K +$630K +2,600 +520%
SL
539
SWMG LLC
Texas
$742K -$6.89K -29 -0.9%
SWK
540
Stephen W. Kidder
$715K
BFA
541
Beaumont Financial Advisors
Massachusetts
$712K +$1.94K +8 +0.3%
FFO
542
Fiduciary Family Office
Florida
$709K +$709K +2,924 New
BFS
543
Bradley Foster & Sargent
Connecticut
$708K -$8.73K -36 -1%
TPCW
544
TD Private Client Wealth
New York
$707K +$32.5K +134 +5%
UAG
545
United Advisor Group
Ohio
$706K +$24.5K +101 +4%
PIM
546
Plato Investment Management
Australia
$706K
CG
547
Clarus Group
Texas
$705K -$134K -553 -16%
SC
548
Sepio Capital
Utah
$704K -$7.52K -31 -1%
CAM
549
Creekmur Asset Management
Illinois
$689K +$689K +2,842 New
CAM
550
Cresset Asset Management
Illinois
$686K +$11.9K +49 +2%