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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 %
DADC
801
D.A. Davidson & Co
Montana
$256K +$37.9K +156 +17%
MFA
802
Mayflower Financial Advisors
Massachusetts
$255K +$243 +1 +0.1%
HFM
803
Harvest Fund Management
China
$254K +$15.3K +63 +6%
SWM
804
SeaCrest Wealth Management
New York
$254K +$3.4K +14 +1%
GS
805
GTS Securities
New York
$254K +$254K +1,045 New
GCM
806
Gallacher Capital Management
Colorado
$253K +$253K +1,043 New
AWM
807
Accurate Wealth Management
Florida
$252K +$8.11K +34 +3%
PA
808
Parallel Advisors
California
$252K -$2.67K -11 -1%
Walleye Capital
809
Walleye Capital
New York
$252K -$1.84M -7,586 -88%
CGL
810
Clarius Group LLC
Washington
$251K -$21.1K -87 -8%
IC
811
Inscription Capital
Texas
$250K -$17.3K -71 -6%
AMIM
812
Aull & Monroe Investment Management
Alabama
$249K
UFF
813
USA Financial Formulas
Michigan
$249K +$28.7K +118 +13%
PP
814
PDS Planning
Ohio
$249K +$13.8K +57 +6%
LAM
815
Longboard Asset Management
Arizona
$248K
JCM
816
Jacobsen Capital Management
Utah
$247K -$972 -4 -0.4%
ACM
817
Allred Capital Management
Texas
$246K -$243 -1 -0.1%
MIM
818
Moseley Investment Management
Florida
$245K
KFS
819
Kurt F. Somerville
$244K -$60.8K -250 -20%
CCP
820
Cushing Capital Partners
Wisconsin
$244K +$3.17K +13 +1%
FFS
821
Fischer Financial Services
Pennsylvania
$243K
CSI
822
Cross Staff Investments
New York
$243K
JE
823
JMAC Enterprises
Pennsylvania
$243K
GVAG
824
Great Valley Advisor Group
Delaware
$242K +$12.2K +50 +5%
NAS
825
Nicolet Advisory Services
Wisconsin
$241K -$1.96K -8 -0.8%