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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 %
BFM
551
Boothbay Fund Management
New York
$712K +$369K +1,518 +108%
CW
552
CreativeOne Wealth
Kansas
$708K +$171K +703 +32%
ACM
553
Aster Capital Management
United Arab Emirates
$700K +$484K +1,990 +223%
BCM
554
Buckhead Capital Management
Georgia
$698K -$1.41M -5,815 -67%
PIM
555
Plato Investment Management
Australia
$697K
MM
556
MQS Management
New York
$697K +$180K +742 +35%
FB
557
Fulton Bank
Pennsylvania
$692K -$83.4K -343 -11%
SFA
558
Sequoia Financial Advisors
Ohio
$691K +$411K +1,690 +147%
MA
559
Mutual Advisors
Nebraska
$691K +$78.1K +308 +13%
Grantham, Mayo, Van Otterloo & Co (GMO)
560
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$690K +$690K +2,840 New
FFO
561
Fiduciary Family Office
Florida
$688K -$22.6K -93 -3%
CAU
562
Caxton Associates (UK)
$682K -$804K -3,310 -54%
JCM
563
Jacobi Capital Management
Pennsylvania
$682K +$7.29K +30 +1%
MLL
564
Moody Lynn & Lieberson
Massachusetts
$681K -$2.19K -9 -0.3%
UCFA
565
United Capital Financial Advisors
Texas
$679K +$31.6K +130 +5%
CAM
566
Cresset Asset Management
Illinois
$665K -$23.2K -95 -3%
ACM
567
Alta Capital Management
Utah
$663K -$11.8M -48,738 -95%
CT
568
Chicago Trust
Illinois
$663K
BIA
569
BHK Investment Advisors
Alabama
$653K +$3.65K +15 +0.6%
TCWA
570
Turtle Creek Wealth Advisors
Texas
$652K +$652K +2,684 New
EI
571
Ellevest Inc
New York
$652K +$21.1K +87 +3%
WA
572
WealthTrust Axiom
Pennsylvania
$652K
OFG
573
OmniStar Financial Group
North Carolina
$650K +$58.6K +241 +10%
MWM
574
Maripau Wealth Management
Indiana
$649K +$81K +332 +14%
CFG
575
Citizens Financial Group
Rhode Island
$648K +$42.9K +176 +7%