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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 %
SCA
951
Stuart Chaussee & Associates
California
$39.6K
SC
952
Steph & Co
Wisconsin
$39.1K +$39.1K +161 New
OAJ
953
Ogorek Anthony Joseph
New York
$38K
FFO
954
Fortitude Family Office
Arizona
$37.7K -$243 -1 -0.6%
TFIPS
955
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.7K
RFG
956
REAP Financial Group
Texas
$36K +$13.4K +55 +59%
CI
957
Clal Insurance
Israel
$36K +$740 +3 +2%
JWA
958
JFS Wealth Advisors
Pennsylvania
$34.8K -$3.16K -13 -8%
HWM
959
Hemington Wealth Management
Virginia
$34K +$2.91K +12 +9%
EPW
960
Evergreen Private Wealth
Colorado
$33.3K -$8.99K -37 -21%
CA
961
CoreCap Advisors
Michigan
$32.6K +$243 +1 +0.8%
CFO
962
CVA Family Office
Colorado
$30.6K -$4.62K -19 -13%
MDA
963
Minot DeBlois Advisors
Massachusetts
$30.4K -$6.08K -25 -17%
GWP
964
Gen-Wealth Partners
Michigan
$30.4K -$2.92K -12 -9%
CIAM
965
Caitong International Asset Management
Hong Kong
$30.1K +$13.9K +57 +85%
BWL
966
Bogart Wealth LLC
Virginia
$29.9K +$485 +2 +2%
BOJHT
967
Bank of Jackson Hole Trust
Wyoming
$29.7K +$15.6K +64 +110%
VWA
968
Valued Wealth Advisors
Utah
$28.5K
OP
969
ORG Partners
Indiana
$28.1K +$22K +90 +360%
MWM
970
Mascoma Wealth Management
New Hampshire
$27K
OC
971
Oakworth Capital
Alabama
$26.5K
NC
972
NewSquare Capital
Pennsylvania
$26.2K +$12.4K +51 +89%
SL
973
Salomon & Ludwin
Virginia
$25.5K
FWA
974
Flagship Wealth Advisors
Massachusetts
$24.3K
RCM
975
Richardson Capital Management
Wisconsin
$24.3K