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Broadridge

1,087 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, 358 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,087
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
DT
876
Diversified Trust
Tennessee
$200K
FHA
877
First Horizon Advisors
Tennessee
$200K
LS
878
Livforsakringsbolaget Skandia
Sweden
$191K
TFA
879
Toth Financial Advisory
Virginia
$187K
PWAM
880
Private Wealth Asset Management
Iowa
$185K
MA
881
MCF Advisors
Kentucky
$183K
WTC
882
WhitTier Trust Company
Nevada
$172K
PFBT
883
Parkside Financial Bank & Trust
Missouri
$167K
CA
884
Clearstead Advisors
Ohio
$162K
SAM
885
S.A. Mason
Michigan
$158K
PCM
886
Penserra Capital Management
California
$154K
USB
887
Union Savings Bank
Connecticut
$153K
CSP
888
Cary Street Partners
Virginia
$151K
KIM
889
Kestra Investment Management
Texas
$150K
CCM
890
Chilton Capital Management
Texas
$148K
ETC
891
Exchange Traded Concepts
Oklahoma
$148K
KSB
892
Kennebec Savings Bank
Maine
$146K
SAM
893
Smartleaf Asset Management
Massachusetts
$142K
BCWM
894
Bartlett & Co Wealth Management
Ohio
$135K
CT
895
Clearstead Trust
Maine
$134K
FAM
896
Fulcrum Asset Management
United Kingdom
$123K
LWA
897
Lowe Wealth Advisors
Maryland
$119K
HI
898
Harbour Investments
Wisconsin
$119K
DFA
899
DHJJ Financial Advisors
Illinois
$116K
UCB
900
United Community Bank
South Carolina
$115K