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