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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 %
PFW
751
Petros Family Wealth
Minnesota
$296K -$1.22K -5 -0.4%
AA
752
Advisory Alpha
Michigan
$295K +$79.7K +328 +37%
FIM
753
Freedom Investment Management
Connecticut
$294K -$14.1K -58 -5%
GWS
754
Greykasell Wealth Strategies
California
$293K
EBT
755
Enterprise Bank & Trust
Massachusetts
$292K
BPFA
756
Barnes Pettey Financial Advisors
Mississippi
$292K
GSF
757
Grove Street Fiduciary
New Hampshire
$291K -$4.62K -19 -2%
NP
758
Nilsine Partners
Colorado
$289K -$8.99K -37 -3%
ET
759
Equitable Trust
Tennessee
$289K
CFSG
760
Clark Financial Services Group
Missouri
$288K +$31.1K +128 +12%
AAP
761
Arax Advisory Partners
Colorado
$287K -$98.5K -405 -26%
SI
762
Stephens Inc
Arkansas
$287K +$7.05K +29 +3%
PTC
763
Petrus Trust Company
Texas
$287K +$287K +1,180 New
Walleye Trading
764
Walleye Trading
New York
$287K +$250K +1,030 +691%
BWM
765
Baron Wealth Management
Michigan
$285K +$55.4K +228 +24%
MAP
766
Moody Aldrich Partners
Massachusetts
$285K -$6.08K -25 -2%
SC
767
Syon Capital
California
$283K +$41.8K +172 +17%
CIA
768
Choate Investment Advisors
Massachusetts
$281K -$729 -3 -0.3%
CI
769
Cigna Investments
Connecticut
$281K -$5.11K -21 -2%
APP
770
Avantax Planning Partners
Iowa
$281K
PFG
771
Prosperity Financial Group
California
$280K +$280K +1,154 New
NPFS
772
Novak & Powell Financial Services
Florida
$280K
AC
773
Avestar Capital
New York
$280K +$1.46K +6 +0.5%
HDIM
774
Hanson & Doremus Investment Management
Vermont
$279K
MPM
775
MBB Public Markets
Illinois
$279K -$61.5K -253 -18%