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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
GM
901
GeoWealth Management
Illinois
$109K
TCOT
902
Trust Company of Toledo
Ohio
$109K
AF
903
Advisornet Financial
Minnesota
$103K
CAL
904
Capital Advisors Ltd
Ohio
$102K
AAG
905
Armstrong Advisory Group
Massachusetts
$101K
DJSG
906
D.J. St. Germain
Massachusetts
$97.9K
C
907
Covestor
United Kingdom
$97K
FNWA
908
Financial Network Wealth Advisors
Utah
$95.8K
FCAS
909
First Command Advisory Services
Texas
$94.8K
BSB
910
Bangor Savings Bank
Maine
$88.5K
OIAM
911
OFI Invest Asset Management
France
$88K
PMFA
912
Plante Moran Financial Advisors
Michigan
$87.9K
CH
913
Cromwell Holdings
Wyoming
$87.8K
PB
914
Pinnacle Bancorp
Nebraska
$86K
HIA
915
Harbor Investment Advisory
Maryland
$85.1K
MSE
916
MUFG Securities EMEA
United Kingdom
$83.8K
SIM
917
Sentry Investment Management
Wisconsin
$80K
FPB
918
First PREMIER Bank
South Dakota
$80K
SS
919
SBI Securities
Japan
$78K
OWA
920
Opal Wealth Advisors
New York
$77.5K
MSWA
921
Marshall & Sterling Wealth Advisors
New York
$75.6K
HPC
922
HM Payson & Co
Maine
$75.3K
OL
923
OneFund LLC
Florida
$75K
MA
924
Montag & Associates
Georgia
$73.2K
KTC
925
Kentucky Trust Company
Kentucky
$72.9K