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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 %
WPC
576
Wedmont Private Capital
Pennsylvania
$604K +$140K +606 +30%
CSPIA
577
Cary Street Partners Investment Advisory
Virginia
$604K +$39.3K +162 +7%
CFG
578
Citizens Financial Group
Rhode Island
$603K -$42.6K -175 -7%
MAS
579
Meeder Advisory Services
Ohio
$603K -$56.3K -232 -9%
AFG
580
Albion Financial Group
Utah
$601K -$98K -404 -14%
SAM
581
Sompo Asset Management
Japan
$596K -$50.9K -210 -8%
ALA
582
Atlas Legacy Advisors
California
$593K -$166K -685 -22%
P
583
Pitcairn
Pennsylvania
$591K +$10.2K +42 +2%
OFG
584
OmniStar Financial Group
North Carolina
$590K +$590K +2,432 New
DFCM
585
Dark Forest Capital Management
Puerto Rico
$588K +$588K +2,425 New
SWM
586
Segment Wealth Management
Texas
$575K +$30.8K +127 +6%
MA
587
Mutual Advisors
Nebraska
$574K +$113K +475 +24%
VI
588
Vestcor Inc
New Brunswick, Canada
$574K +$1.46K +6 +0.3%
BAAM
589
Baker Avenue Asset Management
California
$573K -$239K -984 -29%
USAA
590
United Services Automobile Association
Texas
$571K +$571K +2,405 New
SIA
591
SeaBridge Investment Advisors
New Jersey
$568K
MWM
592
Maripau Wealth Management
Indiana
$566K +$116K +475 +26%
MMA
593
Miracle Mile Advisors
California
$561K -$28.9K -119 -5%
SCA
594
Snowden Capital Advisors
New York
$561K -$4.87K -20 -0.9%
PMFA
595
Plante Moran Financial Advisors
Michigan
$558K -$5.34K -22 -0.9%
BJL
596
Brighton Jones LLC
Washington
$556K -$66.4K -274 -11%
BPA
597
Beacon Pointe Advisors
California
$547K -$8.24K -34 -1%
EB
598
Exchange Bank
California
$546K
MIS
599
Morningstar Investment Services
Illinois
$544K -$720K -2,972 -57%
CW
600
CreativeOne Wealth
Kansas
$536K +$60.9K +251 +13%