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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 %
FMP
826
Financial Management Professionals
Texas
$241K +$232K +954 +2,650%
CCA
827
Cadent Capital Advisors
Oklahoma
$237K
RFN
828
RDA Financial Network
Iowa
$236K -$5.1K -21 -2%
PAM
829
Pegasus Asset Management
New York
$235K +$235K +968 New
WF
830
Wayfinding Financial
Washington
$235K -$4.22K -17 -2%
FFA
831
Fragasso Financial Advisors
Pennsylvania
$234K +$7.05K +29 +3%
CT
832
Colonial Trust
South Carolina
$233K
ML
833
McAdam LLC
Pennsylvania
$230K +$15.8K +65 +7%
PA
834
Procyon Advisors
Connecticut
$230K -$14.3K -59 -6%
AWS
835
Atria Wealth Solutions
New York
$230K -$50K -205 -18%
RWA
836
River Wealth Advisors
Pennsylvania
$227K
AIM
837
Advyzon Investment Management
Illinois
$226K +$3.65K +15 +2%
PP
838
Patron Partners
Texas
$226K -$3.4K -14 -1%
TFA
839
Trinity Financial Advisors
Ohio
$226K
SQA
840
Simon Quick Advisors
New Jersey
$226K -$6.08K -25 -3%
PFG
841
PAX Financial Group
Texas
$225K +$11.9K +49 +6%
TC
842
Tairen Capital
Hong Kong
$225K +$225K +925 New
PFM
843
Patton Fund Management
Texas
$225K +$225K +925 New
USWIA
844
UP Strategic Wealth Investment Advisors
Pennsylvania
$224K -$27.7K -114 -11%
STA
845
Summit Trail Advisors
New York
$224K -$31.7K -129 -12%
KPWG
846
KFA Private Wealth Group
Virginia
$220K +$220K +905 New
UB
847
UMB Bank
Missouri
$219K -$5.59K -23 -2%
NAM
848
NTV Asset Management
West Virginia
$219K
AC
849
AlphaCore Capital
California
$218K +$218K +894 New
TCOTS
850
Trust Company of the South
North Carolina
$218K +$218K +895 New