BR icon

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
SPA
701
Shore Point Advisors
New Jersey
$366K
AIM
702
Anchor Investment Management
South Carolina
$365K
GC
703
Guggenheim Capital
Illinois
$363K
CWMK
704
Caliber Wealth Management (Kansas)
Kansas
$361K
AWM
705
AE Wealth Management
Kansas
$361K
SCM
706
Stonehearth Capital Management
Massachusetts
$360K
EH
707
Equitable Holdings
New York
$360K
CPIG
708
Chicago Partners Investment Group
Illinois
$359K
PA
709
Profund Advisors
Maryland
$357K
TWC
710
TD Waterhouse Canada
Ontario, Canada
$357K
IIM
711
Ipswich Investment Management
Massachusetts
$356K
AC
712
Apella Capital
Connecticut
$356K
GC
713
Gilbert & Cook
Iowa
$355K
QWP
714
Quotient Wealth Partners
Texas
$354K
TIA
715
Traphagen Investment Advisors
New Jersey
$351K
RBI
716
Raiffeisen Bank International
Austria
$350K
RT
717
Rockland Trust
Massachusetts
$349K
AM
718
Atwater Malick
Pennsylvania
$349K
DAS
719
Dynamic Advisor Solutions
Arizona
$348K
TPI
720
Trust Point Inc
Wisconsin
$346K
UBP
721
Union Bancaire Privee
Switzerland
$344K
QL
722
Quarry LP
New York
$342K
RCM
723
Radnor Capital Management
Pennsylvania
$342K
BWP
724
BSW Wealth Partners
Colorado
$342K
BBHC
725
Brown Brothers Harriman & Co
New York
$338K