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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
NC
976
NewSquare Capital
Pennsylvania
$26.2K
SL
977
Salomon & Ludwin
Virginia
$25.5K
RCM
978
Richardson Capital Management
Wisconsin
$24.3K
WWM
979
Wolff Wiese Magana
California
$24.3K
FWA
980
Flagship Wealth Advisors
Massachusetts
$24.3K
API
981
Asset Planning Inc
California
$24.1K
CSB
982
City State Bank
Iowa
$23.3K
WA
983
WPG Advisers
Maryland
$22.6K
CT
984
Caldwell Trust
Florida
$22.6K
AWM
985
Atticus Wealth Management
Florida
$21.9K
CAL
986
Capital Analysts LLC
Pennsylvania
$21K
AAS
987
Ameritas Advisory Services
Nebraska
$19.9K
TPWA
988
Twin Peaks Wealth Advisors
California
$19.7K
FMII
989
Farmers & Merchants Investments Inc
Nebraska
$19.4K
SSG
990
Summit Securities Group
New York
$19.2K
TTIC
991
Tower Trust & Investment Company
Iowa
$19K
SS
992
Sunbelt Securities
Texas
$18.6K
STB
993
S&T Bank
Pennsylvania
$17.7K
GK
994
Graney & King
New York
$17K
PWMG
995
Private Wealth Management Group
New Jersey
$16.8K
MIM
996
MTM Investment Management
South Carolina
$16K
TFA
997
Transamerica Financial Advisors
Florida
$15K
CMP
998
Coston McIsaac & Partners
Maine
$15K
FUBT
999
First United Bank & Trust
Maryland
$14.6K
SO
1000
Sierra Ocean
California
$14.4K