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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
MWM
976
Mascoma Wealth Management
New Hampshire
$27K
OC
977
Oakworth Capital
Alabama
$26.5K
NC
978
NewSquare Capital
Pennsylvania
$26.2K
SL
979
Salomon & Ludwin
Virginia
$25.5K
RCM
980
Richardson Capital Management
Wisconsin
$24.3K
WWM
981
Wolff Wiese Magana
California
$24.3K
FWA
982
Flagship Wealth Advisors
Massachusetts
$24.3K
API
983
Asset Planning Inc
California
$24.1K
CSB
984
City State Bank
Iowa
$23.3K
WA
985
WPG Advisers
Maryland
$22.6K
CT
986
Caldwell Trust
Florida
$22.6K
AWM
987
Atticus Wealth Management
Florida
$21.9K
BC
988
Broadwater Capital
Massachusetts
$21.6K
CAL
989
Capital Analysts LLC
Pennsylvania
$21K
AAS
990
Ameritas Advisory Services
Nebraska
$19.9K
TPWA
991
Twin Peaks Wealth Advisors
California
$19.7K
FMII
992
Farmers & Merchants Investments Inc
Nebraska
$19.4K
SSG
993
Summit Securities Group
New York
$19.2K
TTIC
994
Tower Trust & Investment Company
Iowa
$19K
SS
995
Sunbelt Securities
Texas
$18.6K
STB
996
S&T Bank
Pennsylvania
$17.7K
GK
997
Graney & King
New York
$17K
PWMG
998
Private Wealth Management Group
New Jersey
$16.8K
MIM
999
MTM Investment Management
South Carolina
$16K
TFA
1000
Transamerica Financial Advisors
Florida
$15K