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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
IIM
926
Intact Investment Management
Quebec, Canada
$72.9K
RBC
927
Roble Belko & Company
Pennsylvania
$72K
MCM
928
MV Capital Management
Maryland
$71.5K
WB
929
Webster Bank
Connecticut
$66.3K
TCOV
930
Trust Company of Vermont
Vermont
$62K
HWM
931
HighMark Wealth Management
Minnesota
$60.3K
ADL
932
Asset Dedication LLC
California
$55.7K
BCM
933
Blume Capital Management
California
$55.7K
ABWM
934
Alpine Bank Wealth Management
Colorado
$55.7K
PC
935
Promus Capital
Illinois
$55.7K
SIC
936
Salem Investment Counselors
North Carolina
$54.9K
FRA
937
Front Row Advisors
California
$54.9K
RA
938
Ransom Advisory
Rhode Island
$54.4K
BGAI
939
Bruce G. Allen Investments
Colorado
$52.5K
CPBTD
940
Central Pacific Bank - Trust Division
Hawaii
$52.3K
PSB
941
Piscataqua Savings Bank
New Hampshire
$52.3K
TC
942
Truvestments Capital
Florida
$51.9K
CW
943
Curio Wealth
Maryland
$48.6K
OCM
944
Osterweis Capital Management
California
$48.4K
ACM
945
Anfield Capital Management
California
$47.6K
FWM
946
FSA Wealth Management
Massachusetts
$46.6K
GXJ
947
Global X Japan
Japan
$44.5K
TWD
948
True Wealth Design
Ohio
$44.2K
RIL
949
Rothschild Investment LLC
Illinois
$43.5K
CIA
950
Cape Investment Advisory
Georgia
$42.8K