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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
AC
851
AlphaCore Capital
California
$218K
TCOTS
852
Trust Company of the South
North Carolina
$218K
PCG
853
Prosperity Consulting Group
Maryland
$217K
PCS
854
Personal CFO Solutions
New Jersey
$217K
EDRH
855
Edmond de Rothschild Holding
Switzerland
$214K
CAG
856
Crestwood Advisors Group
Massachusetts
$214K
WCA
857
Westover Capital Advisors
Delaware
$213K
HCMG
858
Howard Capital Management Group
California
$213K
VAG
859
VisionPoint Advisory Group
Texas
$213K
EFSCE
860
Enterprise Financial Services Corp (EFSC)
Missouri
$211K
LFG
861
Larson Financial Group
Missouri
$211K
VCM
862
Versant Capital Management
Arizona
$210K
KFSC
863
Keystone Financial Services (Colorado)
Colorado
$210K
IWN
864
Independent Wealth Network
Iowa
$209K
WAG
865
Wallace Advisory Group
California
$208K
RCM
866
Raleigh Capital Management
North Carolina
$208K
ESB
867
Essex Savings Bank
Connecticut
$208K
SCM
868
Sterling Capital Management
North Carolina
$207K
SFA
869
Souders Financial Advisors
Ohio
$204K
ONB
870
Old National Bancorp
Indiana
$203K
SB
871
Strategic Blueprint
Georgia
$202K
FFM
872
Forum Financial Management
Illinois
$202K
EWA
873
EverSource Wealth Advisors
Alabama
$202K
CWA
874
Clarity Wealth Advisors
California
$200K
DT
875
Diversified Trust
Tennessee
$200K