BR icon

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 %
JFGIW
901
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$129K +$129K +532 New
AAG
902
Armstrong Advisory Group
Massachusetts
$129K
OWA
903
Opal Wealth Advisors
New York
$128K +$128K +528 New
MPWT
904
MassMutual Private Wealth & Trust
Connecticut
$127K -$727 -3 -0.6%
LWA
905
Lowe Wealth Advisors
Maryland
$119K
DFA
906
DHJJ Financial Advisors
Illinois
$116K -$3.39K -14 -3%
LWANC
907
Laurel Wealth Advisors (North Carolina)
North Carolina
$113K
UCB
908
United Community Bank
South Carolina
$113K +$4.61K +19 +4%
C
909
Covestor
United Kingdom
$113K -$22.8K -94 -17%
CSP
910
Cary Street Partners
Virginia
$113K -$114K -472 -50%
HI
911
Harbour Investments
Wisconsin
$108K -$31.3K -129 -23%
LC
912
Lindbrook Capital
California
$105K +$1.94K +8 +2%
WB
913
Webster Bank
Connecticut
$104K
PFBT
914
Parkside Financial Bank & Trust
Missouri
$103K +$1.46K +6 +1%
AF
915
Advisornet Financial
Minnesota
$103K +$4.85K +20 +5%
DJSG
916
D.J. St. Germain
Massachusetts
$97.7K -$4.61K -19 -5%
HH
917
HWG Holdings
Texas
$97K +$97K +400 New
FCAS
918
First Command Advisory Services
Texas
$95.5K +$970 +4 +1%
CAL
919
Capital Advisors Ltd
Ohio
$95K
FNWA
920
Financial Network Wealth Advisors
Utah
$93.3K +$30.1K +124 +48%
CCM
921
Chilton Capital Management
Texas
$90K -$20.6K -85 -19%
BSB
922
Bangor Savings Bank
Maine
$88.3K -$21.3K -88 -19%
PB
923
Pinnacle Bancorp
Nebraska
$85.8K
CH
924
Cromwell Holdings
Wyoming
$85.4K +$1.95K +8 +2%
HIA
925
Harbor Investment Advisory
Maryland
$84.9K