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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
AIM
701
Anchor Investment Management
South Carolina
$365K
GC
702
Guggenheim Capital
Illinois
$363K
CWMK
703
Caliber Wealth Management (Kansas)
Kansas
$361K
AWM
704
AE Wealth Management
Kansas
$361K
SCM
705
Stonehearth Capital Management
Massachusetts
$360K
EH
706
Equitable Holdings
New York
$360K
CPIG
707
Chicago Partners Investment Group
Illinois
$359K
PA
708
Profund Advisors
Maryland
$357K
TWC
709
TD Waterhouse Canada
Ontario, Canada
$357K
IIM
710
Ipswich Investment Management
Massachusetts
$356K
AC
711
Apella Capital
Connecticut
$356K
GC
712
Gilbert & Cook
Iowa
$355K
QWP
713
Quotient Wealth Partners
Texas
$354K
TIA
714
Traphagen Investment Advisors
New Jersey
$351K
RBI
715
Raiffeisen Bank International
Austria
$350K
RT
716
Rockland Trust
Massachusetts
$349K
AM
717
Atwater Malick
Pennsylvania
$349K
DAS
718
Dynamic Advisor Solutions
Arizona
$348K
TPI
719
Trust Point Inc
Wisconsin
$346K
UBP
720
Union Bancaire Privee
Switzerland
$344K
QL
721
Quarry LP
New York
$342K
RCM
722
Radnor Capital Management
Pennsylvania
$342K
BWP
723
BSW Wealth Partners
Colorado
$342K
BBHC
724
Brown Brothers Harriman & Co
New York
$338K
AIP
725
Ameritas Investment Partners
Nebraska
$335K