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Broadridge

1,084 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, 462 increasing their positions, 356 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
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
OFG
576
OmniStar Financial Group
North Carolina
$650K
MWM
577
Maripau Wealth Management
Indiana
$649K
CFG
578
Citizens Financial Group
Rhode Island
$648K
MAS
579
Meeder Advisory Services
Ohio
$644K
TPCW
580
TD Private Client Wealth
New York
$634K
OPOWM
581
One Plus One Wealth Management
Florida
$633K
MSA
582
MUFG Securities Americas
New York
$633K
WPC
583
Wedmont Private Capital
Pennsylvania
$632K
ECM
584
Everence Capital Management
Indiana
$631K
JWCA
585
J.W. Cole Advisors
Florida
$631K
A
586
AlphaQuest
New York
$630K
WIA
587
World Investment Advisors
California
$627K
Holocene Advisors
588
Holocene Advisors
New York
$627K
BMWM
589
Brown Miller Wealth Management
Virginia
$626K
QI
590
Qtron Investments
Massachusetts
$623K
SSA
591
Schonfeld Strategic Advisors
New York
$622K
DAC
592
Dividend Assets Capital
South Carolina
$620K
FWM
593
Forza Wealth Management
Florida
$608K
BBVA
594
Banco Bilbao Vizcaya Argentaria
Spain
$607K
SRC
595
Shufro Rose & Co
New York
$606K
AAM
596
AMI Asset Management
California
$605K
VWM
597
Venturi Wealth Management
Texas
$603K
AFG
598
Albion Financial Group
Utah
$602K
ATC
599
Argent Trust Co
Tennessee
$599K
SAM
600
Sompo Asset Management
Japan
$598K