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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 %
CJL
551
Cyrus J. Lawrence
New York
$683K -$10.4M -42,978 -94%
MLL
552
Moody Lynn & Lieberson
Massachusetts
$681K
JCM
553
Jacobi Capital Management
Pennsylvania
$673K +$29.8K +123 +5%
UW
554
Unique Wealth
Florida
$664K +$177K +730 +36%
VSQM
555
V-Square Quantitative Management
Illinois
$663K +$43.4K +179 +7%
CT
556
Chicago Trust
Illinois
$661K
MG
557
Mather Group
Illinois
$655K +$182K +752 +39%
O
558
Ossiam
France
$652K -$134K -552 -17%
WA
559
WealthTrust Axiom
Pennsylvania
$650K
VWM
560
Venturi Wealth Management
Texas
$649K +$31.8K +131 +5%
BIA
561
BHK Investment Advisors
Alabama
$648K -$10.7K -44 -2%
UCFA
562
United Capital Financial Advisors
Texas
$646K +$39.3K +162 +6%
ATC
563
Argent Trust Co
Tennessee
$644K
OPOWM
564
One Plus One Wealth Management
Florida
$632K +$238K +982 +60%
EI
565
Ellevest Inc
New York
$629K +$34.4K +142 +6%
ECM
566
Everence Capital Management
Indiana
$629K
BMWM
567
Brown Miller Wealth Management
Virginia
$622K +$622K +2,567 New
QI
568
Qtron Investments
Massachusetts
$621K
DAC
569
Dividend Assets Capital
South Carolina
$618K -$93.8K -387 -13%
Acadian Asset Management
570
Acadian Asset Management
Massachusetts
$616K +$510K +2,106 +481%
NONA
571
Ninety One North America
New York
$615K -$98.2K -405 -14%
SB
572
Simmons Bank
Arkansas
$614K
AAM
573
AMI Asset Management
California
$607K -$7.03K -29 -1%
FWM
574
Forza Wealth Management
Florida
$606K -$24.2K -100 -4%
SRC
575
Shufro Rose & Co
New York
$606K