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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
MCM
926
MV Capital Management
Maryland
$71.5K
WB
927
Webster Bank
Connecticut
$66.3K
TCOV
928
Trust Company of Vermont
Vermont
$62K
HWM
929
HighMark Wealth Management
Minnesota
$60.3K
ABWM
930
Alpine Bank Wealth Management
Colorado
$55.7K
PC
931
Promus Capital
Illinois
$55.7K
ADL
932
Asset Dedication LLC
California
$55.7K
BCM
933
Blume Capital Management
California
$55.7K
SIC
934
Salem Investment Counselors
North Carolina
$54.9K
FRA
935
Front Row Advisors
California
$54.9K
RA
936
Ransom Advisory
Rhode Island
$54.4K
BGAI
937
Bruce G. Allen Investments
Colorado
$52.5K
CPBTD
938
Central Pacific Bank - Trust Division
Hawaii
$52.3K
PSB
939
Piscataqua Savings Bank
New Hampshire
$52.3K
TC
940
Truvestments Capital
Florida
$51.9K
CW
941
Curio Wealth
Maryland
$48.6K
OCM
942
Osterweis Capital Management
California
$48.4K
ACM
943
Anfield Capital Management
California
$47.6K
FWM
944
FSA Wealth Management
Massachusetts
$46.6K
GXJ
945
Global X Japan
Japan
$44.5K
TWD
946
True Wealth Design
Ohio
$44.2K
RIL
947
Rothschild Investment LLC
Illinois
$43.5K
CIA
948
Cape Investment Advisory
Georgia
$42.8K
HBW
949
Hazlett, Burt & Watson
West Virginia
$42K
BCM
950
Boreal Capital Management
Florida
$41.5K