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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
QEI
726
QSV Equity Investors
Illinois
$332K
DC
727
Davenport & Co
Virginia
$331K
AB
728
Atlas Brown
Kentucky
$330K
PWM
729
Perigon Wealth Management
California
$327K
EL
730
EWA LLC
Pennsylvania
$326K
CCMG
731
Clark Capital Management Group
Pennsylvania
$326K
RMC
732
Resources Management Corp
Connecticut
$322K
FPAS
733
Focus Partners Advisor Solutions
Missouri
$319K
AWP
734
Ascent Wealth Partners
New York
$319K
JIP
735
Jaffetilchin Investment Partners
Florida
$318K
ACM
736
Advisors Capital Management
New Jersey
$318K
NWAG
737
Net Worth Advisory Group
Utah
$316K
PIM
738
Penobscot Investment Management
Massachusetts
$316K
GL
739
Graypoint LLC
New York
$315K
FHA
740
Flagship Harbor Advisors
Massachusetts
$315K
WTA
741
Washington Trust Advisors
Massachusetts
$313K
Fisher Asset Management
742
Fisher Asset Management
Washington
$311K
BIG
743
Brooklyn Investment Group
New York
$311K
TRCT
744
Tower Research Capital (TRC)
New York
$308K
SHF
745
Safe Harbor Fiduciary
Florida
$307K
FIA
746
Foundations Investment Advisors
Arizona
$307K
SWP
747
Sagespring Wealth Partners
Tennessee
$307K
GWSG
748
GPS Wealth Strategies Group
Colorado
$306K
PWPS
749
Pinnacle Wealth Planning Services
Ohio
$304K
AO
750
Advisor OS
Illinois
$303K