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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
HBW
951
Hazlett, Burt & Watson
West Virginia
$42K
BCM
952
Boreal Capital Management
Florida
$41.5K
ST
953
Smithfield Trust
Pennsylvania
$41K
AUB
954
Atlantic Union Bankshares
Virginia
$40.3K
MCM
955
Manchester Capital Management
Vermont
$39.6K
SCA
956
Stuart Chaussee & Associates
California
$39.6K
SC
957
Steph & Co
Wisconsin
$39.1K
OAJ
958
Ogorek Anthony Joseph
New York
$38K
FFO
959
Fortitude Family Office
Arizona
$37.7K
TFIPS
960
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.7K
RFG
961
REAP Financial Group
Texas
$36K
CI
962
Clal Insurance
Israel
$36K
JWA
963
JFS Wealth Advisors
Pennsylvania
$34.8K
HWM
964
Hemington Wealth Management
Virginia
$34K
EPW
965
Evergreen Private Wealth
Colorado
$33.3K
CA
966
CoreCap Advisors
Michigan
$32.6K
CFO
967
CVA Family Office
Colorado
$30.6K
MDA
968
Minot DeBlois Advisors
Massachusetts
$30.4K
GWP
969
Gen-Wealth Partners
Michigan
$30.4K
CIAM
970
Caitong International Asset Management
Hong Kong
$30.1K
BWL
971
Bogart Wealth LLC
Virginia
$29.9K
BOJHT
972
Bank of Jackson Hole Trust
Wyoming
$29.6K
VWA
973
Valued Wealth Advisors
Utah
$28.5K
OP
974
ORG Partners
Indiana
$28.1K
Q1WB
975
Quest 10 Wealth Builders
Virginia
$27.9K