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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 %
BC
626
Bayforest Capital
United Kingdom
$503K +$503K +2,069 New
S
627
SignatureFD
Georgia
$497K +$58.8K +242 +13%
RB
628
Renasant Bank
Mississippi
$496K -$17.7K -73 -3%
MMPW
629
Mitchell McLeod Pugh & Williams
Alabama
$489K -$6.08K -25 -1%
SHFP
630
Second Half Financial Partners
Florida
$487K -$11.7K -48 -2%
LFP
631
Leeward Financial Partners
Washington
$486K +$486K +2,000 New
PAG
632
Private Advisor Group
New Jersey
$485K +$13.6K +56 +3%
TA
633
Tectonic Advisors
Texas
$479K +$15.1K +62 +3%
VFA
634
Voya Financial Advisors
Connecticut
$478K -$25.9K -108 -5%
CPCPP
635
Canada Post Corporation Pension Plan
Canada
$474K +$474K +1,950 New
AWM
636
Aberdeen Wealth Management
Illinois
$471K
Acadian Asset Management
637
Acadian Asset Management
Massachusetts
$470K -$145K -600 -24%
LWANC
638
Laurel Wealth Advisors (North Carolina)
North Carolina
$468K +$466K +113,271 +24,203%
NG
639
Norden Group
Utah
$466K +$15.6K +64 +3%
GRP
640
Global Retirement Partners
California
$464K +$464K +1,908 New
MSFS
641
Main Street Financial Solutions
Pennsylvania
$463K +$9.24K +38 +2%
RAM
642
Redmond Asset Management
Virginia
$460K -$30.4K -125 -6%
WA
643
Wealth Alliance
New York
$455K +$729 +3 +0.2%
TCBWMS
644
Texas Capital Bank Wealth Management Services
Texas
$453K +$10.2K +42 +2%
GAM
645
Groupama Asset Management
France
$451K -$43.3K -181 -9%
MIM
646
Marco Investment Management
Georgia
$445K +$5.1K +21 +1%
USCWA
647
U.S. Capital Wealth Advisors
Texas
$443K +$16.5K +68 +4%
IBOK
648
Independence Bank of Kentucky
Kentucky
$442K
BAM
649
Belpointe Asset Management
Nevada
$442K +$24.5K +101 +6%
CIA
650
Compass Ion Advisors
Pennsylvania
$441K +$9.23K +38 +2%