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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 %
SC
651
Sepio Capital
Utah
$438K -$268K -1,101 -38%
IFS
652
Ifrah Financial Services
Arkansas
$438K -$4.62K -19 -1%
BIM
653
Bridges Investment Management
Nebraska
$437K -$18.7K -77 -4%
WDC
654
Woodward Diversified Capital
California
$435K +$149K +615 +52%
EB
655
Eastern Bank
Massachusetts
$435K -$5.83K -24 -1%
MAM
656
Mystic Asset Management
Rhode Island
$433K
SOS
657
Silver Oak Securities
Tennessee
$432K -$36.2K -149 -8%
BP
658
Ballentine Partners
Massachusetts
$431K +$4.86K +20 +1%
EA
659
Everpar Advisors
Oklahoma
$427K +$2.67K +11 +0.6%
BRWA
660
B. Riley Wealth Advisors
Florida
$425K +$425K +1,751 New
MA
661
MONECO Advisors
Connecticut
$424K -$10.7K -44 -2%
CTC
662
Central Trust Company
Missouri
$424K +$3.89K +16 +0.9%
CFGW
663
Chancellor Financial Group WB
Pennsylvania
$423K
AWA
664
Arkadios Wealth Advisors
Georgia
$418K +$173K +711 +71%
VCM
665
Vivaldi Capital Management
Illinois
$417K -$2.19K -9 -0.5%
SFG
666
Sunburst Financial Group
Alabama
$416K +$87K +358 +26%
CAMG
667
CWA Asset Management Group
Florida
$416K +$82.9K +341 +25%
LJHT
668
Laurie J. Hall Trustee
$413K
KeyBank National Association
669
KeyBank National Association
Ohio
$412K +$5.83K +24 +1%
WA
670
Waverly Advisors
Alabama
$411K +$4.86K +20 +1%
PWMG
671
Prestige Wealth Management Group
New Jersey
$411K +$24.4K +100 +6%
MAM
672
Martingale Asset Management
Massachusetts
$411K
ANBT
673
American National Bank & Trust
Texas
$407K
CRC
674
Curi RMB Capital
Illinois
$407K +$205K +839 +101%
RCAG
675
Rehmann Capital Advisory Group
Michigan
$406K +$36.5K +150 +10%