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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 %
AG
776
Ascent Group
Virginia
$279K -$21.4K -88 -7%
LP
777
LMR Partners
United Kingdom
$278K +$24.5K +101 +10%
CC
778
Courier Capital
New York
$277K
DE
779
Diversified Enterprises
Delaware
$276K -$58.6K -241 -17%
PNC
780
Park National Corp
Ohio
$275K
BCM
781
Brasada Capital Management
Texas
$274K -$4.96M -20,465 -95%
BWA
782
Bestgate Wealth Advisors
Maryland
$273K
DFA
783
Davies Financial Advisors
California
$272K
APA
784
Astoria Portfolio Advisors
New York
$272K -$6.83K -27 -2%
KFI
785
Key Financial Inc
Pennsylvania
$271K
FW
786
FullCircle Wealth
Texas
$271K +$19.9K +80 +8%
MPWT
787
MassMutual Private Wealth & Trust
Connecticut
$270K +$143K +587 +112%
ECM
788
Evergreen Capital Management
Washington
$269K +$18K +74 +7%
HCM
789
Hudson Capital Management
New Jersey
$268K
TBT
790
Texas Bank & Trust
Texas
$267K
SWM
791
Seaside Wealth Management
California
$267K +$5.83K +24 +2%
AWM
792
Aprio Wealth Management
Georgia
$266K +$14.3K +59 +6%
SCTC
793
Sanibel Captiva Trust Company
Florida
$264K +$7.05K +29 +3%
SLG
794
Stanley-Laman Group
Pennsylvania
$263K +$35K +144 +15%
CICI
795
Capital Investment Counsel Inc
North Carolina
$262K
AAIS
796
ABN AMRO Investment Solutions
$258K -$59.3K -244 -19%
BF
797
BOK Financial
Oklahoma
$258K +$194K +797 +301%
WANY
798
Wealthspire Advisors (New York)
New York
$258K +$14.6K +60 +6%
First Manhattan
799
First Manhattan
New York
$256K -$1.46K -6 -0.6%
PBC
800
Pavion Blue Capital
California
$256K