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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 %
AAG
901
Armstrong Advisory Group
Massachusetts
$101K -$38.2K -157 -27%
DJSG
902
D.J. St. Germain
Massachusetts
$97.9K
C
903
Covestor
United Kingdom
$97K -$16K -66 -14%
FNWA
904
Financial Network Wealth Advisors
Utah
$95.8K +$2.19K +9 +2%
FCAS
905
First Command Advisory Services
Texas
$94.8K -$972 -4 -1%
BSB
906
Bangor Savings Bank
Maine
$88.5K
OIAM
907
OFI Invest Asset Management
France
$88K +$22.6K +109 +34%
PMFA
908
Plante Moran Financial Advisors
Michigan
$87.9K -$472K -1,940 -84%
CH
909
Cromwell Holdings
Wyoming
$87.8K +$2.2K +9 +3%
PB
910
Pinnacle Bancorp
Nebraska
$86K
HIA
911
Harbor Investment Advisory
Maryland
$85.1K
MSE
912
MUFG Securities EMEA
United Kingdom
$83.8K +$83.8K +345 New
SIM
913
Sentry Investment Management
Wisconsin
$80K
FPB
914
First PREMIER Bank
South Dakota
$80K
SS
915
SBI Securities
Japan
$78K -$243 -1 -0.3%
OWA
916
Opal Wealth Advisors
New York
$77.5K -$50.8K -209 -40%
MSWA
917
Marshall & Sterling Wealth Advisors
New York
$75.6K
OL
918
OneFund LLC
Florida
$75K +$75K +309 New
MA
919
Montag & Associates
Georgia
$73.2K
KTC
920
Kentucky Trust Company
Kentucky
$72.9K
IIM
921
Intact Investment Management
Quebec, Canada
$72.9K +$72.9K +300 New
RBC
922
Roble Belko & Company
Pennsylvania
$72K
MCM
923
MV Capital Management
Maryland
$71.5K
WB
924
Webster Bank
Connecticut
$66.3K -$37.7K -155 -36%
TCOV
925
Trust Company of Vermont
Vermont
$62K