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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 %
PCG
851
Prosperity Consulting Group
Maryland
$217K +$7.53K +31 +4%
PCS
852
Personal CFO Solutions
New Jersey
$217K -$3.65K -15 -2%
EDRH
853
Edmond de Rothschild Holding
Switzerland
$214K
CAG
854
Crestwood Advisors Group
Massachusetts
$214K -$2.92K -12 -1%
WCA
855
Westover Capital Advisors
Delaware
$213K -$4.86K -20 -2%
HCMG
856
Howard Capital Management Group
California
$213K
VAG
857
VisionPoint Advisory Group
Texas
$213K +$3.65K +15 +2%
EFSCE
858
Enterprise Financial Services Corp (EFSC)
Missouri
$211K +$1.7K +7 +0.8%
LFG
859
Larson Financial Group
Missouri
$211K -$37.2K -153 -15%
VCM
860
Versant Capital Management
Arizona
$210K -$2.43K -10 -1%
KFSC
861
Keystone Financial Services (Colorado)
Colorado
$210K +$210K +863 New
IWN
862
Independent Wealth Network
Iowa
$209K +$6.81K +28 +3%
WAG
863
Wallace Advisory Group
California
$208K -$15.8K -65 -7%
RCM
864
Raleigh Capital Management
North Carolina
$208K -$10.9K -45 -5%
ESB
865
Essex Savings Bank
Connecticut
$208K +$1.94K +8 +0.9%
SCM
866
Sterling Capital Management
North Carolina
$207K -$18.5K -76 -8%
SFA
867
Souders Financial Advisors
Ohio
$204K +$243 +1 +0.1%
ONB
868
Old National Bancorp
Indiana
$203K +$203K +835 New
SB
869
Strategic Blueprint
Georgia
$202K -$32.1K -132 -14%
FFM
870
Forum Financial Management
Illinois
$202K +$243 +1 +0.1%
EWA
871
EverSource Wealth Advisors
Alabama
$202K +$18K +74 +10%
CWA
872
Clarity Wealth Advisors
California
$200K +$200K +824 New
DT
873
Diversified Trust
Tennessee
$200K -$19K -78 -9%
FHA
874
First Horizon Advisors
Tennessee
$200K -$110K -451 -35%
LS
875
Livforsakringsbolaget Skandia
Sweden
$191K