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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 %
KWM
676
KFG Wealth Management
Indiana
$400K +$35.5K +146 +10%
SAM
677
Strategy Asset Managers
California
$396K +$3.16K +13 +0.8%
EFMC
678
Empire Financial Management Company
New York
$395K
1WM
679
1858 Wealth Management
Ohio
$393K -$6.08K -25 -2%
EBA
680
Eagle Bay Advisors
New York
$391K -$74.4K -305 -16%
OL
681
Optas LLC
Texas
$391K -$10.7K -44 -3%
BF
682
Brogan Financial
Tennessee
$389K +$158K +648 +68%
AIM
683
Arcadia Investment Management
Michigan
$389K
PWMAG
684
Pinnacle Wealth Management Advisory Group
New Jersey
$387K +$3.89K +16 +1%
PCIA
685
Prime Capital Investment Advisors
Kansas
$387K +$99.4K +409 +35%
CI
686
CX Institutional
Indiana
$386K +$27.9K +115 +8%
MIP
687
Marietta Investment Partners
Wisconsin
$385K -$43.7K -180 -10%
AA
688
ALPS Advisors
Colorado
$383K +$4.62K +19 +1%
FTWA
689
Fifth Third Wealth Advisors
Ohio
$383K -$13.1K -54 -3%
CAM
690
Campion Asset Management
Virginia
$380K
MWM
691
MBE Wealth Management
Wisconsin
$380K +$22.8K +94 +6%
WTB
692
Washington Trust Bank
Washington
$379K -$9.24K -38 -2%
PTC
693
Private Trust Company
Ohio
$378K -$12.9K -53 -3%
MGIA
694
Moneta Group Investment Advisors
Missouri
$376K +$7.05K +29 +2%
SVWAG
695
Sound View Wealth Advisors Group
Georgia
$376K
OF
696
Optimize Financial
California
$373K -$2.43K -10 -0.6%
SPA
697
Shore Point Advisors
New Jersey
$366K
AIM
698
Anchor Investment Management
South Carolina
$365K
GC
699
Guggenheim Capital
Illinois
$363K +$25K +103 +7%
CWMK
700
Caliber Wealth Management (Kansas)
Kansas
$361K +$1.22K +5 +0.3%