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Broadridge

1,085 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
1,085
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
WANY
801
Wealthspire Advisors (New York)
New York
$258K
First Manhattan
802
First Manhattan
New York
$256K
PBC
803
Pavion Blue Capital
California
$256K
DADC
804
D.A. Davidson & Co
Montana
$256K
MFA
805
Mayflower Financial Advisors
Massachusetts
$255K
HFM
806
Harvest Fund Management
China
$254K
SWM
807
SeaCrest Wealth Management
New York
$254K
GS
808
GTS Securities
New York
$254K
GCM
809
Gallacher Capital Management
Colorado
$253K
AWM
810
Accurate Wealth Management
Florida
$252K
PA
811
Parallel Advisors
California
$252K
Walleye Capital
812
Walleye Capital
New York
$252K
CGL
813
Clarius Group LLC
Washington
$251K
IC
814
Inscription Capital
Texas
$250K
AMIM
815
Aull & Monroe Investment Management
Alabama
$249K
UFF
816
USA Financial Formulas
Michigan
$249K
PP
817
PDS Planning
Ohio
$249K
LAM
818
Longboard Asset Management
Arizona
$248K
JCM
819
Jacobsen Capital Management
Utah
$247K
ACM
820
Allred Capital Management
Texas
$246K
MIM
821
Moseley Investment Management
Florida
$245K
KFS
822
Kurt F. Somerville
$244K
CCP
823
Cushing Capital Partners
Wisconsin
$244K
FFS
824
Fischer Financial Services
Pennsylvania
$243K
CSI
825
Cross Staff Investments
New York
$243K