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Broadridge

1,084 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, 462 increasing their positions, 356 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
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
IWA
526
Icon Wealth Advisors
Texas
$845K
O
527
Ossiam
France
$842K
PP
528
PDT Partners
New York
$830K
BHIA
529
Birch Hill Investment Advisors
Massachusetts
$830K
HH
530
Hilltop Holdings
Texas
$801K
VT
531
Vise Technologies
New York
$796K
WI
532
WBI Investments
New Jersey
$793K
OIA
533
OneDigital Investment Advisors
Kansas
$790K
DBRC
534
D.B. Root & Company
Pennsylvania
$788K
GWM
535
Gibbs Wealth Management
Georgia
$785K
TSWM
536
Triangle Securities Wealth Management
North Carolina
$784K
IA
537
IFG Advisory
Georgia
$783K
GWM
538
Guardian Wealth Management
Illinois
$779K
CBUSF
539
Construction & Building Unions Superannuation Fund
Australia
$778K
IEFM
540
IQ EQ Fund Management
Ireland
$775K
KRSITF
541
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$774K
GIM
542
Glenmede Investment Management
Pennsylvania
$763K
PW
543
Pandora Wealth
Illinois
$755K
ALA
544
Atlas Legacy Advisors
California
$745K
LCWP
545
Legacy Capital Wealth Partners
Arkansas
$735K
UAG
546
United Advisor Group
Ohio
$731K
GLA
547
Great Lakes Advisors
Illinois
$731K
VSQM
548
V-Square Quantitative Management
Illinois
$721K
MHC
549
Meyer Handelman Company
New York
$718K
UW
550
Unique Wealth
Florida
$718K