BR icon

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 %
TFA
876
Toth Financial Advisory
Virginia
$187K
PWAM
877
Private Wealth Asset Management
Iowa
$185K -$3.4K -14 -2%
MA
878
MCF Advisors
Kentucky
$183K
WTC
879
WhitTier Trust Company
Nevada
$172K
PFBT
880
Parkside Financial Bank & Trust
Missouri
$167K +$64.4K +265 +63%
CA
881
Clearstead Advisors
Ohio
$162K +$77.3K +318 +92%
SAM
882
S.A. Mason
Michigan
$158K
PCM
883
Penserra Capital Management
California
$154K -$793K -3,281 -84%
USB
884
Union Savings Bank
Connecticut
$153K
CSP
885
Cary Street Partners
Virginia
$151K +$37.9K +156 +34%
KIM
886
Kestra Investment Management
Texas
$150K
CCM
887
Chilton Capital Management
Texas
$148K +$57.6K +237 +64%
ETC
888
Exchange Traded Concepts
Oklahoma
$148K -$11.4K -47 -7%
KSB
889
Kennebec Savings Bank
Maine
$146K
SAM
890
Smartleaf Asset Management
Massachusetts
$142K -$36.6K -153 -20%
BCWM
891
Bartlett & Co Wealth Management
Ohio
$135K +$244 +1 +0.2%
CT
892
Clearstead Trust
Maine
$134K +$49.6K +204 +59%
LWA
893
Lowe Wealth Advisors
Maryland
$119K
HI
894
Harbour Investments
Wisconsin
$119K +$10.9K +45 +10%
DFA
895
DHJJ Financial Advisors
Illinois
$116K
UCB
896
United Community Bank
South Carolina
$115K +$1.22K +5 +1%
GM
897
GeoWealth Management
Illinois
$109K +$48.1K +198 +79%
TCOT
898
Trust Company of Toledo
Ohio
$109K +$109K +450 New
AF
899
Advisornet Financial
Minnesota
$103K -$243 -1 -0.2%
CAL
900
Capital Advisors Ltd
Ohio
$102K +$7.03K +29 +7%