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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
AF
901
Advisornet Financial
Minnesota
$103K
CAL
902
Capital Advisors Ltd
Ohio
$102K
AAG
903
Armstrong Advisory Group
Massachusetts
$101K
DJSG
904
D.J. St. Germain
Massachusetts
$97.9K
C
905
Covestor
United Kingdom
$97K
FNWA
906
Financial Network Wealth Advisors
Utah
$95.8K
FCAS
907
First Command Advisory Services
Texas
$94.8K
BSB
908
Bangor Savings Bank
Maine
$88.5K
OIAM
909
OFI Invest Asset Management
France
$88K
PMFA
910
Plante Moran Financial Advisors
Michigan
$87.9K
CH
911
Cromwell Holdings
Wyoming
$87.8K
PB
912
Pinnacle Bancorp
Nebraska
$86K
HIA
913
Harbor Investment Advisory
Maryland
$85.1K
MSE
914
MUFG Securities EMEA
United Kingdom
$83.8K
SIM
915
Sentry Investment Management
Wisconsin
$80K
FPB
916
First PREMIER Bank
South Dakota
$80K
SS
917
SBI Securities
Japan
$78K
OWA
918
Opal Wealth Advisors
New York
$77.5K
MSWA
919
Marshall & Sterling Wealth Advisors
New York
$75.6K
HPC
920
HM Payson & Co
Maine
$75.3K
OL
921
OneFund LLC
Florida
$75K
MA
922
Montag & Associates
Georgia
$73.2K
KTC
923
Kentucky Trust Company
Kentucky
$72.9K
IIM
924
Intact Investment Management
Quebec, Canada
$72.9K
RBC
925
Roble Belko & Company
Pennsylvania
$72K