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Broadridge

1,093 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 386 increasing their positions, 401 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+54
Holders Change %
+5.2%
% of All Funds
14.84%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
127
Increased
386
Reduced
401
Closed
53
Calls
$23.6M
Puts
$14.9M
Net Calls
+$8.62M
Net Calls Change
+$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
626
Private Advisor Group
New Jersey
$470K -$113K -464 -19%
AWM
627
Aberdeen Wealth Management
Illinois
$470K
MYAM
628
Meiji Yasuda Asset Management
Japan
$469K +$56.7K +234 +14%
EBA
629
Eagle Bay Advisors
New York
$464K -$20.2K -83 -4%
CFA
630
CWS Financial Advisors
Michigan
$463K
TA
631
Tectonic Advisors
Texas
$463K -$7.03K -29 -1%
SOS
632
Silver Oak Securities
Tennessee
$458K +$48.7K +205 +12%
NP
633
NorthRock Partners
Minnesota
$457K -$57.4K -236 -11%
IWA
634
Icon Wealth Advisors
Texas
$455K -$1.46K -6 -0.3%
BIM
635
Bridges Investment Management
Nebraska
$455K -$42.4K -175 -9%
IA
636
IFP Advisors
Florida
$455K +$94.1K +388 +26%
WA
637
Wealth Alliance
New York
$454K -$7.76K -32 -2%
MSFS
638
Main Street Financial Solutions
Pennsylvania
$452K +$77.1K +318 +21%
AP
639
Adero Partners
California
$450K +$4.85K +20 +1%
NG
640
Norden Group
Utah
$449K +$11.4K +47 +3%
Fisher Asset Management
641
Fisher Asset Management
Washington
$448K +$448K +1,848 New
OCM
642
Orser Capital Management
Texas
$446K +$446K +1,838 New
CAM
643
Clark Asset Management
New Hampshire
$443K +$30.1K +124 +7%
TCBWMS
644
Texas Capital Bank Wealth Management Services
Texas
$442K +$20.4K +84 +5%
IFS
645
Ifrah Financial Services
Arkansas
$442K -$27.6K -114 -6%
IBOK
646
Independence Bank of Kentucky
Kentucky
$441K
EB
647
Eastern Bank
Massachusetts
$440K -$25K -103 -5%
MIM
648
Marco Investment Management
Georgia
$439K
S
649
SignatureFD
Georgia
$437K -$25.9K -107 -6%
MA
650
MONECO Advisors
Connecticut
$434K -$1.46K -6 -0.3%