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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
AIP
726
Ameritas Investment Partners
Nebraska
$335K
QEI
727
QSV Equity Investors
Illinois
$332K
DC
728
Davenport & Co
Virginia
$331K
AB
729
Atlas Brown
Kentucky
$330K
PWM
730
Perigon Wealth Management
California
$327K
EL
731
EWA LLC
Pennsylvania
$326K
CCMG
732
Clark Capital Management Group
Pennsylvania
$326K
RMC
733
Resources Management Corp
Connecticut
$322K
FPAS
734
Focus Partners Advisor Solutions
Missouri
$319K
AWP
735
Ascent Wealth Partners
New York
$319K
JIP
736
Jaffetilchin Investment Partners
Florida
$318K
ACM
737
Advisors Capital Management
New Jersey
$318K
NWAG
738
Net Worth Advisory Group
Utah
$316K
PIM
739
Penobscot Investment Management
Massachusetts
$316K
GL
740
Graypoint LLC
New York
$315K
FHA
741
Flagship Harbor Advisors
Massachusetts
$315K
WTA
742
Washington Trust Advisors
Massachusetts
$313K
Fisher Asset Management
743
Fisher Asset Management
Washington
$311K
BIG
744
Brooklyn Investment Group
New York
$311K
TRCT
745
Tower Research Capital (TRC)
New York
$308K
SHF
746
Safe Harbor Fiduciary
Florida
$307K
FIA
747
Foundations Investment Advisors
Arizona
$307K
SWP
748
Sagespring Wealth Partners
Tennessee
$307K
GWSG
749
GPS Wealth Strategies Group
Colorado
$306K
PWPS
750
Pinnacle Wealth Planning Services
Ohio
$304K