BR icon

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 %
HWM
926
HighMark Wealth Management
Minnesota
$60.3K -$2.19K -9 -4%
ABWM
927
Alpine Bank Wealth Management
Colorado
$55.7K
PC
928
Promus Capital
Illinois
$55.7K
ADL
929
Asset Dedication LLC
California
$55.7K
BCM
930
Blume Capital Management
California
$55.7K
SIC
931
Salem Investment Counselors
North Carolina
$54.9K
FRA
932
Front Row Advisors
California
$54.9K
RA
933
Ransom Advisory
Rhode Island
$54.4K -$13.4K -55 -20%
BGAI
934
Bruce G. Allen Investments
Colorado
$52.5K -$486 -2 -0.9%
CPBTD
935
Central Pacific Bank - Trust Division
Hawaii
$52.3K +$12.4K +51 +31%
PSB
936
Piscataqua Savings Bank
New Hampshire
$52.3K -$4.86K -20 -9%
TC
937
Truvestments Capital
Florida
$51.9K +$243 +1 +0.5%
CW
938
Curio Wealth
Maryland
$48.6K +$48.4K +199 +19,900%
OCM
939
Osterweis Capital Management
California
$48.4K +$48.4K +199 New
ACM
940
Anfield Capital Management
California
$47.6K
FWM
941
FSA Wealth Management
Massachusetts
$46.6K +$242 +1 +0.5%
GXJ
942
Global X Japan
Japan
$44.5K -$8.99K -37 -17%
TWD
943
True Wealth Design
Ohio
$44.2K +$729 +3 +2%
RIL
944
Rothschild Investment LLC
Illinois
$43.5K -$972 -4 -2%
CIA
945
Cape Investment Advisory
Georgia
$42.8K +$1.46K +6 +4%
HBW
946
Hazlett, Burt & Watson
West Virginia
$42K
BCM
947
Boreal Capital Management
Florida
$41.5K +$41.5K +170 New
ST
948
Smithfield Trust
Pennsylvania
$41K
AUB
949
Atlantic Union Bankshares
Virginia
$40.3K +$40.3K +166 New
MCM
950
Manchester Capital Management
Vermont
$39.6K