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