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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
ANBT
676
American National Bank & Trust
Texas
$407K
CRC
677
Curi RMB Capital
Illinois
$407K
RCAG
678
Rehmann Capital Advisory Group
Michigan
$406K
KWM
679
KFG Wealth Management
Indiana
$400K
SAM
680
Strategy Asset Managers
California
$396K
EFMC
681
Empire Financial Management Company
New York
$395K
1WM
682
1858 Wealth Management
Ohio
$393K
EBA
683
Eagle Bay Advisors
New York
$391K
OL
684
Optas LLC
Texas
$391K
BF
685
Brogan Financial
Tennessee
$389K
AIM
686
Arcadia Investment Management
Michigan
$389K
PWMAG
687
Pinnacle Wealth Management Advisory Group
New Jersey
$387K
PCIA
688
Prime Capital Investment Advisors
Kansas
$387K
CI
689
CX Institutional
Indiana
$386K
MIP
690
Marietta Investment Partners
Wisconsin
$385K
AA
691
ALPS Advisors
Colorado
$383K
FTWA
692
Fifth Third Wealth Advisors
Ohio
$383K
CAM
693
Campion Asset Management
Virginia
$380K
MWM
694
MBE Wealth Management
Wisconsin
$380K
WTB
695
Washington Trust Bank
Washington
$379K
PTC
696
Private Trust Company
Ohio
$378K
MGIA
697
Moneta Group Investment Advisors
Missouri
$376K
SVWAG
698
Sound View Wealth Advisors Group
Georgia
$376K
OF
699
Optimize Financial
California
$373K
SPA
700
Shore Point Advisors
New Jersey
$366K