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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
FHA
876
First Horizon Advisors
Tennessee
$200K
LS
877
Livforsakringsbolaget Skandia
Sweden
$191K
TFA
878
Toth Financial Advisory
Virginia
$187K
PWAM
879
Private Wealth Asset Management
Iowa
$185K
MA
880
MCF Advisors
Kentucky
$183K
WTC
881
WhitTier Trust Company
Nevada
$172K
PFBT
882
Parkside Financial Bank & Trust
Missouri
$167K
CA
883
Clearstead Advisors
Ohio
$162K
SAM
884
S.A. Mason
Michigan
$158K
PCM
885
Penserra Capital Management
California
$154K
USB
886
Union Savings Bank
Connecticut
$153K
CSP
887
Cary Street Partners
Virginia
$151K
KIM
888
Kestra Investment Management
Texas
$150K
CCM
889
Chilton Capital Management
Texas
$148K
ETC
890
Exchange Traded Concepts
Oklahoma
$148K
KSB
891
Kennebec Savings Bank
Maine
$146K
SAM
892
Smartleaf Asset Management
Massachusetts
$142K
BCWM
893
Bartlett & Co Wealth Management
Ohio
$135K
CT
894
Clearstead Trust
Maine
$134K
LWA
895
Lowe Wealth Advisors
Maryland
$119K
HI
896
Harbour Investments
Wisconsin
$119K
DFA
897
DHJJ Financial Advisors
Illinois
$116K
UCB
898
United Community Bank
South Carolina
$115K
GM
899
GeoWealth Management
Illinois
$109K
TCOT
900
Trust Company of Toledo
Ohio
$109K