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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
PWG
626
Portside Wealth Group
Utah
$514K
MG
627
Mather Group
Illinois
$513K
MOS
628
MGO One Seven
Ohio
$512K
SWM
629
Spire Wealth Management
Virginia
$506K
NP
630
NorthRock Partners
Minnesota
$503K
BC
631
Bayforest Capital
United Kingdom
$503K
S
632
SignatureFD
Georgia
$497K
RB
633
Renasant Bank
Mississippi
$496K
MMPW
634
Mitchell McLeod Pugh & Williams
Alabama
$489K
SHFP
635
Second Half Financial Partners
Florida
$487K
LFP
636
Leeward Financial Partners
Washington
$486K
PAG
637
Private Advisor Group
New Jersey
$485K
TA
638
Tectonic Advisors
Texas
$479K
VFA
639
Voya Financial Advisors
Connecticut
$478K
CPCPP
640
Canada Post Corporation Pension Plan
Canada
$474K
AWM
641
Aberdeen Wealth Management
Illinois
$471K
Acadian Asset Management
642
Acadian Asset Management
Massachusetts
$470K
NG
643
Norden Group
Utah
$466K
GRP
644
Global Retirement Partners
California
$464K
MSFS
645
Main Street Financial Solutions
Pennsylvania
$463K
RAM
646
Redmond Asset Management
Virginia
$460K
WA
647
Wealth Alliance
New York
$455K
TCBWMS
648
Texas Capital Bank Wealth Management Services
Texas
$453K
GAM
649
Groupama Asset Management
France
$451K
MIM
650
Marco Investment Management
Georgia
$445K