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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
JE
826
JMAC Enterprises
Pennsylvania
$243K
FFS
827
Fischer Financial Services
Pennsylvania
$243K
GVAG
828
Great Valley Advisor Group
Delaware
$242K
NAS
829
Nicolet Advisory Services
Wisconsin
$241K
FMP
830
Financial Management Professionals
Texas
$241K
CCA
831
Cadent Capital Advisors
Oklahoma
$237K
RFN
832
RDA Financial Network
Iowa
$236K
PAM
833
Pegasus Asset Management
New York
$235K
WF
834
Wayfinding Financial
Washington
$235K
FFA
835
Fragasso Financial Advisors
Pennsylvania
$234K
CT
836
Colonial Trust
South Carolina
$233K
ML
837
McAdam LLC
Pennsylvania
$230K
PA
838
Procyon Advisors
Connecticut
$230K
AWS
839
Atria Wealth Solutions
New York
$230K
RWA
840
River Wealth Advisors
Pennsylvania
$227K
AIM
841
Advyzon Investment Management
Illinois
$226K
PP
842
Patron Partners
Texas
$226K
TFA
843
Trinity Financial Advisors
Ohio
$226K
PFG
844
PAX Financial Group
Texas
$225K
TC
845
Tairen Capital
Hong Kong
$225K
PFM
846
Patton Fund Management
Texas
$225K
USWIA
847
UP Strategic Wealth Investment Advisors
Pennsylvania
$224K
STA
848
Summit Trail Advisors
New York
$224K
KPWG
849
KFA Private Wealth Group
Virginia
$220K
UB
850
UMB Bank
Missouri
$219K