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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
ATC
601
Argent Trust Co
Tennessee
$599K
SAM
602
Sompo Asset Management
Japan
$598K
SB
603
Simmons Bank
Arkansas
$597K
CSPIA
604
Cary Street Partners Investment Advisory
Virginia
$591K
SCA
605
Snowden Capital Advisors
New York
$581K
PFGIA
606
Patriot Financial Group Insurance Agency
Massachusetts
$578K
SWM
607
Segment Wealth Management
Texas
$576K
CFA
608
CWS Financial Advisors
Michigan
$573K
BAAM
609
Baker Avenue Asset Management
California
$573K
SIA
610
SeaBridge Investment Advisors
New Jersey
$570K
FHC
611
First Heartland Consultants
Missouri
$568K
BJL
612
Brighton Jones LLC
Washington
$565K
MMA
613
Miracle Mile Advisors
California
$565K
IA
614
IFP Advisors
Florida
$564K
DTL
615
Dynamic Technology Lab
Singapore
$562K
SFS
616
Sowell Financial Services
Arkansas
$562K
DWT
617
Dorsey & Whitney Trust
South Dakota
$549K
BPA
618
Beacon Pointe Advisors
California
$548K
EB
619
Exchange Bank
California
$547K
AG
620
Algert Global
California
$535K
CPA
621
Court Place Advisors
Maryland
$527K
HNB
622
Huntington National Bank
Ohio
$527K
P
623
Pitcairn
Pennsylvania
$522K
NONA
624
Ninety One North America
New York
$522K
HWA
625
Heritage Wealth Advisors
Virginia
$518K