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