BR icon

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
EI
576
Ellevest Inc
New York
$652K
WA
577
WealthTrust Axiom
Pennsylvania
$652K
OFG
578
OmniStar Financial Group
North Carolina
$650K
MWM
579
Maripau Wealth Management
Indiana
$649K
CFG
580
Citizens Financial Group
Rhode Island
$648K
MAS
581
Meeder Advisory Services
Ohio
$644K
TPCW
582
TD Private Client Wealth
New York
$634K
OPOWM
583
One Plus One Wealth Management
Florida
$633K
MSA
584
MUFG Securities Americas
New York
$633K
WPC
585
Wedmont Private Capital
Pennsylvania
$632K
ECM
586
Everence Capital Management
Indiana
$631K
JWCA
587
J.W. Cole Advisors
Florida
$631K
A
588
AlphaQuest
New York
$630K
WIA
589
World Investment Advisors
California
$627K
Holocene Advisors
590
Holocene Advisors
New York
$627K
BMWM
591
Brown Miller Wealth Management
Virginia
$626K
QI
592
Qtron Investments
Massachusetts
$623K
SSA
593
Schonfeld Strategic Advisors
New York
$622K
DAC
594
Dividend Assets Capital
South Carolina
$620K
FWM
595
Forza Wealth Management
Florida
$608K
BBVA
596
Banco Bilbao Vizcaya Argentaria
Spain
$607K
SRC
597
Shufro Rose & Co
New York
$606K
AAM
598
AMI Asset Management
California
$605K
VWM
599
Venturi Wealth Management
Texas
$603K
AFG
600
Albion Financial Group
Utah
$602K