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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
AO
751
Advisor OS
Illinois
$303K
HIC
752
Harvey Investment Company
Kentucky
$301K
BTI
753
Blue Trust Inc
Georgia
$300K
HKIMG
754
Hutchens & Kramer Investment Management Group
Indiana
$299K
PFW
755
Petros Family Wealth
Minnesota
$296K
AA
756
Advisory Alpha
Michigan
$295K
FIM
757
Freedom Investment Management
Connecticut
$294K
GWS
758
Greykasell Wealth Strategies
California
$293K
EBT
759
Enterprise Bank & Trust
Massachusetts
$292K
BPFA
760
Barnes Pettey Financial Advisors
Mississippi
$292K
GSF
761
Grove Street Fiduciary
New Hampshire
$291K
NP
762
Nilsine Partners
Colorado
$289K
ET
763
Equitable Trust
Tennessee
$289K
CFSG
764
Clark Financial Services Group
Missouri
$288K
AAP
765
Arax Advisory Partners
Colorado
$287K
SI
766
Stephens Inc
Arkansas
$287K
PTC
767
Petrus Trust Company
Texas
$287K
Walleye Trading
768
Walleye Trading
New York
$287K
BWM
769
Baron Wealth Management
Michigan
$285K
MAP
770
Moody Aldrich Partners
Massachusetts
$285K
SC
771
Syon Capital
California
$283K
CIA
772
Choate Investment Advisors
Massachusetts
$281K
CI
773
Cigna Investments
Connecticut
$281K
APP
774
Avantax Planning Partners
Iowa
$281K
PFG
775
Prosperity Financial Group
California
$280K