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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 %
MAM
651
Mystic Asset Management
Rhode Island
$432K
CIA
652
Compass Ion Advisors
Pennsylvania
$431K +$44.1K +182 +11%
MIP
653
Marietta Investment Partners
Wisconsin
$428K -$236K -974 -36%
USCWA
654
U.S. Capital Wealth Advisors
Texas
$426K +$99.1K +409 +30%
BP
655
Ballentine Partners
Massachusetts
$426K +$8.49K +35 +2%
EA
656
Everpar Advisors
Oklahoma
$424K -$74.7K -308 -15%
CFGW
657
Chancellor Financial Group WB
Pennsylvania
$422K
CTC
658
Central Trust Company
Missouri
$419K -$1.7K -7 -0.4%
VCM
659
Vivaldi Capital Management
Illinois
$418K -$17.7K -73 -4%
BAM
660
Belpointe Asset Management
Nevada
$416K +$7.28K +30 +2%
LJHT
661
Laurie J. Hall Trustee
$412K -$133K -550 -24%
MAM
662
Martingale Asset Management
Massachusetts
$410K +$19.9K +82 +5%
AWP
663
Ascent Wealth Partners
New York
$410K +$61.3K +253 +18%
BWP
664
BSW Wealth Partners
Colorado
$409K +$12.6K +52 +3%
HI
665
Horizon Investments
North Carolina
$407K +$20.6K +85 +5%
ANBT
666
American National Bank & Trust
Texas
$406K
WA
667
Waverly Advisors
Alabama
$406K +$406K +1,673 New
KeyBank National Association
668
KeyBank National Association
Ohio
$406K -$17.7K -73 -4%
SOW
669
State of Wyoming
Wyoming
$401K +$395K +1,631 +7,767%
OL
670
Optas LLC
Texas
$400K +$33K +136 +9%
1WM
671
1858 Wealth Management
Ohio
$398K -$37.3K -154 -9%
NRD
672
Nebula Research & Development
New York
$395K -$199K -819 -33%
FTWA
673
Fifth Third Wealth Advisors
Ohio
$395K +$129K +530 +48%
EFMC
674
Empire Financial Management Company
New York
$394K
SAM
675
Strategy Asset Managers
California
$392K -$22.1K -91 -5%