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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
MAM
676
Martingale Asset Management
Massachusetts
$411K
ANBT
677
American National Bank & Trust
Texas
$407K
CRC
678
Curi RMB Capital
Illinois
$407K
RCAG
679
Rehmann Capital Advisory Group
Michigan
$406K
KWM
680
KFG Wealth Management
Indiana
$400K
SAM
681
Strategy Asset Managers
California
$396K
EFMC
682
Empire Financial Management Company
New York
$395K
1WM
683
1858 Wealth Management
Ohio
$393K
EBA
684
Eagle Bay Advisors
New York
$391K
OL
685
Optas LLC
Texas
$391K
BF
686
Brogan Financial
Tennessee
$389K
AIM
687
Arcadia Investment Management
Michigan
$389K
PWMAG
688
Pinnacle Wealth Management Advisory Group
New Jersey
$387K
PCIA
689
Prime Capital Investment Advisors
Kansas
$387K
CI
690
CX Institutional
Indiana
$386K
MIP
691
Marietta Investment Partners
Wisconsin
$385K
AA
692
ALPS Advisors
Colorado
$383K
FTWA
693
Fifth Third Wealth Advisors
Ohio
$383K
CAM
694
Campion Asset Management
Virginia
$380K
MWM
695
MBE Wealth Management
Wisconsin
$380K
WTB
696
Washington Trust Bank
Washington
$379K
PTC
697
Private Trust Company
Ohio
$378K
MGIA
698
Moneta Group Investment Advisors
Missouri
$376K
SVWAG
699
Sound View Wealth Advisors Group
Georgia
$376K
OF
700
Optimize Financial
California
$373K