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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
NPFS
776
Novak & Powell Financial Services
Florida
$280K
AC
777
Avestar Capital
New York
$280K
HDIM
778
Hanson & Doremus Investment Management
Vermont
$279K
MPM
779
MBB Public Markets
Illinois
$279K
AG
780
Ascent Group
Virginia
$279K
LP
781
LMR Partners
United Kingdom
$278K
CC
782
Courier Capital
New York
$277K
DE
783
Diversified Enterprises
Delaware
$276K
PNC
784
Park National Corp
Ohio
$275K
BCM
785
Brasada Capital Management
Texas
$274K
BWA
786
Bestgate Wealth Advisors
Maryland
$273K
DFA
787
Davies Financial Advisors
California
$272K
APA
788
Astoria Portfolio Advisors
New York
$272K
KFI
789
Key Financial Inc
Pennsylvania
$271K
FW
790
FullCircle Wealth
Texas
$271K
MPWT
791
MassMutual Private Wealth & Trust
Connecticut
$270K
ECM
792
Evergreen Capital Management
Washington
$269K
HCM
793
Hudson Capital Management
New Jersey
$268K
TBT
794
Texas Bank & Trust
Texas
$267K
SWM
795
Seaside Wealth Management
California
$267K
AWM
796
Aprio Wealth Management
Georgia
$266K
SCTC
797
Sanibel Captiva Trust Company
Florida
$264K
SLG
798
Stanley-Laman Group
Pennsylvania
$263K
CICI
799
Capital Investment Counsel Inc
North Carolina
$262K
AAIS
800
ABN AMRO Investment Solutions
$258K