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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 %
MAS
576
Meeder Advisory Services
Ohio
$644K +$39.4K +162 +7%
TPCW
577
TD Private Client Wealth
New York
$634K -$74.1K -305 -10%
OPOWM
578
One Plus One Wealth Management
Florida
$633K
MSA
579
MUFG Securities Americas
New York
$633K +$129K +532 +26%
WPC
580
Wedmont Private Capital
Pennsylvania
$632K +$9.31K +39 +1%
ECM
581
Everence Capital Management
Indiana
$631K
JWCA
582
J.W. Cole Advisors
Florida
$631K +$297K +1,222 +89%
A
583
AlphaQuest
New York
$630K -$1.61M -6,632 -72%
WIA
584
World Investment Advisors
California
$627K +$153K +631 +32%
Holocene Advisors
585
Holocene Advisors
New York
$627K +$627K +2,579 New
BMWM
586
Brown Miller Wealth Management
Virginia
$626K +$1.94K +8 +0.3%
QI
587
Qtron Investments
Massachusetts
$623K
SSA
588
Schonfeld Strategic Advisors
New York
$622K -$8.13M -33,461 -93%
DAC
589
Dividend Assets Capital
South Carolina
$620K
FWM
590
Forza Wealth Management
Florida
$608K
BBVA
591
Banco Bilbao Vizcaya Argentaria
Spain
$607K -$1.77M -7,281 -74%
SRC
592
Shufro Rose & Co
New York
$606K
AAM
593
AMI Asset Management
California
$605K -$3.65K -15 -0.6%
VWM
594
Venturi Wealth Management
Texas
$603K -$47.6K -196 -7%
AFG
595
Albion Financial Group
Utah
$602K
ATC
596
Argent Trust Co
Tennessee
$599K -$46.2K -190 -7%
SAM
597
Sompo Asset Management
Japan
$598K
SB
598
Simmons Bank
Arkansas
$597K -$17.7K -73 -3%
CSPIA
599
Cary Street Partners Investment Advisory
Virginia
$591K -$14.3K -59 -2%
SCA
600
Snowden Capital Advisors
New York
$581K +$19.3K +79 +3%