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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 %
AWM
701
AE Wealth Management
Kansas
$361K +$59.8K +246 +20%
SCM
702
Stonehearth Capital Management
Massachusetts
$360K
EH
703
Equitable Holdings
New York
$360K +$99.4K +409 +38%
CPIG
704
Chicago Partners Investment Group
Illinois
$359K +$42.7K +176 +13%
PA
705
Profund Advisors
Maryland
$357K +$60.8K +250 +21%
TWC
706
TD Waterhouse Canada
Ontario, Canada
$357K +$12.2K +50 +4%
IIM
707
Ipswich Investment Management
Massachusetts
$356K -$6.08K -25 -2%
AC
708
Apella Capital
Connecticut
$356K +$2.65K +11 +0.7%
GC
709
Gilbert & Cook
Iowa
$355K +$6.56K +27 +2%
QWP
710
Quotient Wealth Partners
Texas
$354K -$3.65K -15 -1%
TIA
711
Traphagen Investment Advisors
New Jersey
$351K
RBI
712
Raiffeisen Bank International
Austria
$350K
RT
713
Rockland Trust
Massachusetts
$349K
AM
714
Atwater Malick
Pennsylvania
$349K +$59.3K +244 +20%
DAS
715
Dynamic Advisor Solutions
Arizona
$348K -$8.75K -36 -2%
TPI
716
Trust Point Inc
Wisconsin
$346K -$126K -518 -27%
UBP
717
Union Bancaire Privee
Switzerland
$344K -$582K -2,432 -63%
QL
718
Quarry LP
New York
$342K +$201K +828 +143%
RCM
719
Radnor Capital Management
Pennsylvania
$342K -$12.2K -50 -3%
BWP
720
BSW Wealth Partners
Colorado
$342K -$68K -280 -17%
BBHC
721
Brown Brothers Harriman & Co
New York
$338K +$23.1K +95 +7%
AIP
722
Ameritas Investment Partners
Nebraska
$335K +$243 +1 +0.1%
QEI
723
QSV Equity Investors
Illinois
$332K
DC
724
Davenport & Co
Virginia
$331K +$21.4K +88 +7%
AB
725
Atlas Brown
Kentucky
$330K