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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
USCWA
651
U.S. Capital Wealth Advisors
Texas
$443K
IBOK
652
Independence Bank of Kentucky
Kentucky
$442K
BAM
653
Belpointe Asset Management
Nevada
$442K
CIA
654
Compass Ion Advisors
Pennsylvania
$441K
SC
655
Sepio Capital
Utah
$438K
IFS
656
Ifrah Financial Services
Arkansas
$438K
BIM
657
Bridges Investment Management
Nebraska
$437K
WDC
658
Woodward Diversified Capital
California
$435K
EB
659
Eastern Bank
Massachusetts
$435K
MAM
660
Mystic Asset Management
Rhode Island
$433K
SOS
661
Silver Oak Securities
Tennessee
$432K
BP
662
Ballentine Partners
Massachusetts
$431K
EA
663
Everpar Advisors
Oklahoma
$427K
BRWA
664
B. Riley Wealth Advisors
Florida
$425K
MA
665
MONECO Advisors
Connecticut
$424K
CTC
666
Central Trust Company
Missouri
$424K
CFGW
667
Chancellor Financial Group WB
Pennsylvania
$423K
AWA
668
Arkadios Wealth Advisors
Georgia
$418K
VCM
669
Vivaldi Capital Management
Illinois
$417K
SFG
670
Sunburst Financial Group
Alabama
$416K
CAMG
671
CWA Asset Management Group
Florida
$416K
LJHT
672
Laurie J. Hall Trustee
$413K
KeyBank National Association
673
KeyBank National Association
Ohio
$412K
WA
674
Waverly Advisors
Alabama
$411K
PWMG
675
Prestige Wealth Management Group
New Jersey
$411K