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Broadridge

1,093 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 386 increasing their positions, 401 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+54
Holders Change %
+5.2%
% of All Funds
14.84%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
127
Increased
386
Reduced
401
Closed
53
Calls
$23.6M
Puts
$14.9M
Net Calls
+$8.62M
Net Calls Change
+$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
751
Freedom Investment Management
Connecticut
$308K -$25.9K -107 -8%
KFS
752
Kurt F. Somerville
$305K +$305K +1,256 New
NWAG
753
Net Worth Advisory Group
Utah
$303K +$303K +1,251 New
AWM
754
AE Wealth Management
Kansas
$301K +$48K +198 +19%
HIC
755
Harvey Investment Company
Kentucky
$300K
AG
756
Ascent Group
Virginia
$299K +$299K +1,234 New
HKIMG
757
Hutchens & Kramer Investment Management Group
Indiana
$298K
NP
758
Nilsine Partners
Colorado
$297K -$4.85K -20 -2%
PFW
759
Petros Family Wealth
Minnesota
$297K -$11.6K -48 -4%
AO
760
Advisor OS
Illinois
$296K +$21.1K +87 +8%
PA
761
Profund Advisors
Maryland
$295K -$23K -95 -7%
GSF
762
Grove Street Fiduciary
New Hampshire
$295K +$295K +1,218 New
GWS
763
Greykasell Wealth Strategies
California
$292K
EBT
764
Enterprise Bank & Trust
Massachusetts
$291K
BPFA
765
Barnes Pettey Financial Advisors
Mississippi
$291K +$48.5K +200 +20%
MAP
766
Moody Aldrich Partners
Massachusetts
$290K -$111K -456 -28%
AM
767
Atwater Malick
Pennsylvania
$289K +$289K +1,191 New
ET
768
Equitable Trust
Tennessee
$288K
PCIA
769
Prime Capital Investment Advisors
Kansas
$287K +$43.4K +179 +18%
WDC
770
Woodward Diversified Capital
California
$285K +$14.5K +60 +5%
CI
771
Cigna Investments
Connecticut
$285K -$5.09K -21 -2%
BCM
772
Brown Capital Management
Maryland
$283K -$628K -2,589 -69%
GL
773
Graypoint LLC
New York
$282K +$38.1K +157 +16%
CIA
774
Choate Investment Advisors
Massachusetts
$281K -$33K -136 -10%
APP
775
Avantax Planning Partners
Iowa
$280K