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Broadridge

1,088 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, 463 increasing their positions, 358 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
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
MHC
551
Meyer Handelman Company
New York
$718K
UW
552
Unique Wealth
Florida
$718K
CG
553
Clarus Group
Texas
$717K
SWK
554
Stephen W. Kidder
$717K
BFA
555
Beaumont Financial Advisors
Massachusetts
$714K
BFM
556
Boothbay Fund Management
New York
$712K
CW
557
CreativeOne Wealth
Kansas
$708K
ACM
558
Aster Capital Management
United Arab Emirates
$700K
BCM
559
Buckhead Capital Management
Georgia
$698K
PIM
560
Plato Investment Management
Australia
$697K
MM
561
MQS Management
New York
$697K
FB
562
Fulton Bank
Pennsylvania
$692K
SFA
563
Sequoia Financial Advisors
Ohio
$691K
MA
564
Mutual Advisors
Nebraska
$691K
Grantham, Mayo, Van Otterloo & Co (GMO)
565
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$690K
FFO
566
Fiduciary Family Office
Florida
$688K
CAU
567
Caxton Associates (UK)
$682K
JCM
568
Jacobi Capital Management
Pennsylvania
$682K
MLL
569
Moody Lynn & Lieberson
Massachusetts
$681K
UCFA
570
United Capital Financial Advisors
Texas
$679K
CAM
571
Cresset Asset Management
Illinois
$665K
ACM
572
Alta Capital Management
Utah
$663K
CT
573
Chicago Trust
Illinois
$663K
BIA
574
BHK Investment Advisors
Alabama
$653K
TCWA
575
Turtle Creek Wealth Advisors
Texas
$652K