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