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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
ST
951
Smithfield Trust
Pennsylvania
$41K
AUB
952
Atlantic Union Bankshares
Virginia
$40.3K
SCA
953
Stuart Chaussee & Associates
California
$39.6K
MCM
954
Manchester Capital Management
Vermont
$39.6K
SC
955
Steph & Co
Wisconsin
$39.1K
OAJ
956
Ogorek Anthony Joseph
New York
$38K
FFO
957
Fortitude Family Office
Arizona
$37.7K
TFIPS
958
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.7K
RFG
959
REAP Financial Group
Texas
$36K
CI
960
Clal Insurance
Israel
$36K
JWA
961
JFS Wealth Advisors
Pennsylvania
$34.8K
HWM
962
Hemington Wealth Management
Virginia
$34K
EPW
963
Evergreen Private Wealth
Colorado
$33.3K
CA
964
CoreCap Advisors
Michigan
$32.6K
CFO
965
CVA Family Office
Colorado
$30.6K
MDA
966
Minot DeBlois Advisors
Massachusetts
$30.4K
GWP
967
Gen-Wealth Partners
Michigan
$30.4K
CIAM
968
Caitong International Asset Management
Hong Kong
$30.1K
BWL
969
Bogart Wealth LLC
Virginia
$29.9K
BOJHT
970
Bank of Jackson Hole Trust
Wyoming
$29.6K
VWA
971
Valued Wealth Advisors
Utah
$28.5K
OP
972
ORG Partners
Indiana
$28.1K
Q1WB
973
Quest 10 Wealth Builders
Virginia
$27.9K
MWM
974
Mascoma Wealth Management
New Hampshire
$27K
OC
975
Oakworth Capital
Alabama
$26.5K