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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
MOS
626
MGO One Seven
Ohio
$512K
SWM
627
Spire Wealth Management
Virginia
$506K
NP
628
NorthRock Partners
Minnesota
$503K
BC
629
Bayforest Capital
United Kingdom
$503K
S
630
SignatureFD
Georgia
$497K
RB
631
Renasant Bank
Mississippi
$496K
MMPW
632
Mitchell McLeod Pugh & Williams
Alabama
$489K
SHFP
633
Second Half Financial Partners
Florida
$487K
LFP
634
Leeward Financial Partners
Washington
$486K
PAG
635
Private Advisor Group
New Jersey
$485K
TA
636
Tectonic Advisors
Texas
$479K
VFA
637
Voya Financial Advisors
Connecticut
$478K
CPCPP
638
Canada Post Corporation Pension Plan
Canada
$474K
AWM
639
Aberdeen Wealth Management
Illinois
$471K
Acadian Asset Management
640
Acadian Asset Management
Massachusetts
$470K
LWANC
641
Laurel Wealth Advisors (North Carolina)
North Carolina
$468K
NG
642
Norden Group
Utah
$466K
GRP
643
Global Retirement Partners
California
$464K
MSFS
644
Main Street Financial Solutions
Pennsylvania
$463K
RAM
645
Redmond Asset Management
Virginia
$460K
WA
646
Wealth Alliance
New York
$455K
TCBWMS
647
Texas Capital Bank Wealth Management Services
Texas
$453K
GAM
648
Groupama Asset Management
France
$451K
MIM
649
Marco Investment Management
Georgia
$445K
USCWA
650
U.S. Capital Wealth Advisors
Texas
$443K