BR icon

Broadridge

1,079 hedge funds and large institutions have $25.5B invested in Broadridge in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 460 increasing their positions, 356 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
-14
Holders Change %
-1.28%
% of All Funds
14.46%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
82
Increased
460
Reduced
356
Closed
74
Calls
$15.6M
Puts
$14.2M
Net Calls
+$1.38M
Net Calls Change
-$7.24M
Name Holding Trade Value Shares
Change
Shares
Change %
IRC
1001
Investors Research Corp
Georgia
$12.6K
WBC
1002
West Branch Capital
Massachusetts
$12.2K
CPG
1003
Cornerstone Planning Group
New Jersey
$11.7K -$11.1K -42 -49%
AGWCA
1004
Annis Gardner Whiting Capital Advisors
Florida
$11.5K +$2.68K +11 +31%
PP
1005
PrairieView Partners
Minnesota
$11K
GJIA
1006
Glass Jacobson Investment Advisors
Maryland
$10.9K
BFPW
1007
BOK Financial Private Wealth
Colorado
$10.7K +$10.7K +44 New
BIA
1008
Bell Investment Advisors
California
$10.5K
MYIA
1009
Mount Yale Investment Advisors
Colorado
$9.72K -$201K -826 -95%
NSIM
1010
North Star Investment Management
Illinois
$9.48K
FFA
1011
Frazier Financial Advisors
Ohio
$9.24K
RA
1012
Rational Advisors
New York
$8.75K +$8.75K +36 New
BFS
1013
Bare Financial Services
Pennsylvania
$8.26K +$5.35K +22 +183%
AT
1014
Arlington Trust
Alabama
$7.29K +$7.29K +30 New
SIS
1015
Strategic Investment Solutions
Illinois
$7.29K
DI
1016
DAGCO Inc
Ohio
$7.05K
SC
1017
SouthState Corp
Florida
$7.05K +$243 +1 +4%
AW
1018
Avion Wealth
Texas
$7K +$3.5K +15 +100%
S
1019
Sachetta
Massachusetts
$6.81K +$1.46K +6 +27%
PSFG
1020
Park Square Financial Group
Georgia
$6.81K
BLC
1021
Brown, Lisle/Cummings
Rhode Island
$6.08K +$6.08K +25 New
HHMI
1022
Howard Hughes Medical Institute
Maryland
$6.08K +$6.08K +25 New
FDCP
1023
Foster Dykema Cabot & Partners
Massachusetts
$5.37K
LFA
1024
LGT Financial Advisors
Texas
$5.37K
NWM
1025
Nova Wealth Management
Florida
$5.1K