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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 %
PFGIA
601
Patriot Financial Group Insurance Agency
Massachusetts
$578K +$60.3K +248 +12%
SWM
602
Segment Wealth Management
Texas
$576K
CFA
603
CWS Financial Advisors
Michigan
$573K +$109K +447 +23%
BAAM
604
Baker Avenue Asset Management
California
$573K -$1.46K -6 -0.3%
SIA
605
SeaBridge Investment Advisors
New Jersey
$570K
FHC
606
First Heartland Consultants
Missouri
$568K +$85.5K +352 +18%
BJL
607
Brighton Jones LLC
Washington
$565K +$8.51K +35 +2%
MMA
608
Miracle Mile Advisors
California
$565K +$2.67K +11 +0.5%
IA
609
IFP Advisors
Florida
$564K +$68.7K +260 +14%
DTL
610
Dynamic Technology Lab
Singapore
$562K +$562K +2,312 New
SFS
611
Sowell Financial Services
Arkansas
$562K +$32.1K +132 +6%
DWT
612
Dorsey & Whitney Trust
South Dakota
$549K +$12.9K +53 +2%
BPA
613
Beacon Pointe Advisors
California
$548K +$243 +1 +0%
EB
614
Exchange Bank
California
$547K
AG
615
Algert Global
California
$535K +$212K +870 +65%
CPA
616
Court Place Advisors
Maryland
$527K
HNB
617
Huntington National Bank
Ohio
$527K +$33.5K +138 +7%
P
618
Pitcairn
Pennsylvania
$522K -$70.2K -289 -12%
NONA
619
Ninety One North America
New York
$522K -$94.8K -390 -15%
HWA
620
Heritage Wealth Advisors
Virginia
$518K
PWG
621
Portside Wealth Group
Utah
$514K -$13.6K -56 -3%
MG
622
Mather Group
Illinois
$513K -$143K -589 -22%
MOS
623
MGO One Seven
Ohio
$512K +$166K +681 +48%
SWM
624
Spire Wealth Management
Virginia
$506K +$1.22K +5 +0.2%
NP
625
NorthRock Partners
Minnesota
$503K +$44.9K +184 +10%