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Broadridge

1,093 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 386 increasing their positions, 401 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+54
Holders Change %
+5.2%
% of All Funds
14.84%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
127
Increased
386
Reduced
401
Closed
53
Calls
$23.6M
Puts
$14.9M
Net Calls
+$8.62M
Net Calls Change
+$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
976
Clal Insurance
Israel
$35K +$28.6K +117 +450%
CA
977
Continuum Advisory
Idaho
$34.2K +$11.2K +46 +48%
GWP
978
Gen-Wealth Partners
Michigan
$33.2K -$5.58K -23 -14%
CA
979
CoreCap Advisors
Michigan
$32.2K +$19.2K +79 +146%
HWM
980
Hemington Wealth Management
Virginia
$31K +$4.84K +20 +19%
BWL
981
Bogart Wealth LLC
Virginia
$29.3K
MFA
982
McClarren Financial Advisors
Pennsylvania
$29K +$242 +1 +0.8%
VWA
983
Valued Wealth Advisors
Utah
$28.5K
MWM
984
Mascoma Wealth Management
New Hampshire
$26.9K -$61.8K -255 -70%
OC
985
Oakworth Capital
Alabama
$26.4K
SL
986
Salomon & Ludwin
Virginia
$25.9K
FWA
987
Flagship Wealth Advisors
Massachusetts
$24.2K
WWM
988
Wolff Wiese Magana
California
$24.2K
RCM
989
Richardson Capital Management
Wisconsin
$24.2K +$24.2K +100 New
SS
990
Sunbelt Securities
Texas
$24.1K +$4.14K +17 +21%
WA
991
WPG Advisers
Maryland
$24K -$16.7K -69 -41%
API
992
Asset Planning Inc
California
$24K
Lazard Asset Management
993
Lazard Asset Management
New York
$24K -$2.35K -10 -9%
CSB
994
City State Bank
Iowa
$23.3K
RFG
995
REAP Financial Group
Texas
$22.6K +$7.77K +32 +52%
AWM
996
Atticus Wealth Management
Florida
$21.8K
CAL
997
Capital Analysts LLC
Pennsylvania
$21K
CPG
998
Cornerstone Planning Group
New Jersey
$20.3K +$11.3K +48 +126%
FMII
999
Farmers & Merchants Investments Inc
Nebraska
$19.6K
TTIC
1000
Tower Trust & Investment Company
Iowa
$18.9K +$18.9K +78 New