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Broadridge

1,093 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 386 increasing their positions, 401 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+54
Holders Change %
+5.2%
% of All Funds
14.84%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
127
Increased
386
Reduced
401
Closed
53
Calls
$23.6M
Puts
$14.9M
Net Calls
+$8.62M
Net Calls Change
+$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
876
Virtue Capital Management
Tennessee
$208K +$208K +855 New
ESB
877
Essex Savings Bank
Connecticut
$205K +$205K +846 New
Two Sigma Investments
878
Two Sigma Investments
New York
$204K -$97K -400 -32%
RS
879
R Squared
Hong Kong
$204K +$182K +750 +833%
SFA
880
Souders Financial Advisors
Ohio
$203K -$115K -475 -36%
FFM
881
Forum Financial Management
Illinois
$202K +$202K +832 New
CRC
882
Curi RMB Capital
Illinois
$201K -$27.7K -114 -12%
IWN
883
Independent Wealth Network
Iowa
$201K +$201K +830 New
CCA
884
Checchi Capital Advisers
California
$200K +$200K +825 New
LS
885
Livforsakringsbolaget Skandia
Sweden
$191K
PWAM
886
Private Wealth Asset Management
Iowa
$188K +$188K +776 New
BIG
887
Brooklyn Investment Group
New York
$188K +$26.4K +109 +16%
TFA
888
Toth Financial Advisory
Virginia
$187K
EWA
889
EverSource Wealth Advisors
Alabama
$183K +$8.24K +34 +5%
MA
890
MCF Advisors
Kentucky
$183K -$113K -466 -38%
SAM
891
Smartleaf Asset Management
Massachusetts
$177K +$11.6K +49 +7%
WTC
892
WhitTier Trust Company
Nevada
$172K -$1.21K -5 -0.7%
ETC
893
Exchange Traded Concepts
Oklahoma
$159K +$17.5K +72 +12%
SAM
894
S.A. Mason
Michigan
$158K
KIM
895
Kestra Investment Management
Texas
$150K +$27.2K +112 +22%
USB
896
Union Savings Bank
Connecticut
$150K
KSB
897
Kennebec Savings Bank
Maine
$145K
QL
898
Quarry LP
New York
$141K -$21.8K -90 -13%
BCWM
899
Bartlett & Co Wealth Management
Ohio
$134K -$25.1K -103 -16%
QC
900
Quent Capital
New York
$129K -$4.37K -18 -3%