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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 %
PWM
726
Perigon Wealth Management
California
$327K -$36K -148 -10%
EL
727
EWA LLC
Pennsylvania
$326K +$6.8K +28 +2%
CCMG
728
Clark Capital Management Group
Pennsylvania
$326K +$71.7K +295 +28%
RMC
729
Resources Management Corp
Connecticut
$322K
FPAS
730
Focus Partners Advisor Solutions
Missouri
$319K -$35.9K -148 -10%
AWP
731
Ascent Wealth Partners
New York
$319K -$92.1K -379 -22%
JIP
732
Jaffetilchin Investment Partners
Florida
$318K +$318K +1,309 New
ACM
733
Advisors Capital Management
New Jersey
$318K +$8.51K +35 +3%
NWAG
734
Net Worth Advisory Group
Utah
$316K +$12.1K +50 +4%
PIM
735
Penobscot Investment Management
Massachusetts
$316K
GL
736
Graypoint LLC
New York
$315K +$32.8K +135 +12%
FHA
737
Flagship Harbor Advisors
Massachusetts
$315K +$972 +4 +0.3%
WTA
738
Washington Trust Advisors
Massachusetts
$313K
Fisher Asset Management
739
Fisher Asset Management
Washington
$311K -$138K -568 -31%
BIG
740
Brooklyn Investment Group
New York
$311K +$123K +507 +66%
TRCT
741
Tower Research Capital (TRC)
New York
$308K -$932K -3,835 -75%
SHF
742
Safe Harbor Fiduciary
Florida
$307K -$19.4K -80 -6%
FIA
743
Foundations Investment Advisors
Arizona
$307K -$25.8K -106 -8%
SWP
744
Sagespring Wealth Partners
Tennessee
$307K +$47.2K +194 +18%
GWSG
745
GPS Wealth Strategies Group
Colorado
$306K -$7.05K -29 -2%
PWPS
746
Pinnacle Wealth Planning Services
Ohio
$304K -$10.5K -43 -3%
AO
747
Advisor OS
Illinois
$303K +$6.56K +27 +2%
HIC
748
Harvey Investment Company
Kentucky
$301K
BTI
749
Blue Trust Inc
Georgia
$300K +$34K +140 +13%
HKIMG
750
Hutchens & Kramer Investment Management Group
Indiana
$299K -$2.45K -10 -0.8%