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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
SB
601
Simmons Bank
Arkansas
$597K
CSPIA
602
Cary Street Partners Investment Advisory
Virginia
$591K
SCA
603
Snowden Capital Advisors
New York
$581K
PFGIA
604
Patriot Financial Group Insurance Agency
Massachusetts
$578K
SWM
605
Segment Wealth Management
Texas
$576K
CFA
606
CWS Financial Advisors
Michigan
$573K
BAAM
607
Baker Avenue Asset Management
California
$573K
SIA
608
SeaBridge Investment Advisors
New Jersey
$570K
FHC
609
First Heartland Consultants
Missouri
$568K
BJL
610
Brighton Jones LLC
Washington
$565K
MMA
611
Miracle Mile Advisors
California
$565K
IA
612
IFP Advisors
Florida
$564K
DTL
613
Dynamic Technology Lab
Singapore
$562K
SFS
614
Sowell Financial Services
Arkansas
$562K
DWT
615
Dorsey & Whitney Trust
South Dakota
$549K
BPA
616
Beacon Pointe Advisors
California
$548K
EB
617
Exchange Bank
California
$547K
AG
618
Algert Global
California
$535K
CPA
619
Court Place Advisors
Maryland
$527K
HNB
620
Huntington National Bank
Ohio
$527K
P
621
Pitcairn
Pennsylvania
$522K
NONA
622
Ninety One North America
New York
$522K
HWA
623
Heritage Wealth Advisors
Virginia
$518K
PWG
624
Portside Wealth Group
Utah
$514K
MG
625
Mather Group
Illinois
$513K