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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 %
GFPC
1001
Global Financial Private Client
Florida
$18.7K +$2.18K +9 +13%
STB
1002
S&T Bank
Pennsylvania
$17.7K
POIA
1003
Pin Oak Investment Advisors
Texas
$17K
GK
1004
Graney & King
New York
$17K
CFD
1005
Creative Financial Designs
Indiana
$17K +$4.61K +19 +37%
PWMG
1006
Private Wealth Management Group
New Jersey
$16.8K
CIAM
1007
Caitong International Asset Management
Hong Kong
$16.2K +$3.88K +16 +31%
CMP
1008
Coston McIsaac & Partners
Maine
$15K
FUBT
1009
First United Bank & Trust
Maryland
$14.5K
RWS
1010
Retirement Wealth Solutions
Wisconsin
$14K
TFA
1011
Transamerica Financial Advisors
Florida
$14K +$5.6K +22 +67%
BOJHT
1012
Bank of Jackson Hole Trust
Wyoming
$14K
NC
1013
NewSquare Capital
Pennsylvania
$13.8K +$13.6K +56 +5,600%
RA
1014
Rise Advisors
New York
$13.1K -$2.91K -12 -18%
FGA
1015
Fortis Group Advisors
New Jersey
$12.9K
VWM
1016
Valley Wealth Managers
New Jersey
$12.6K
IRC
1017
Investors Research Corp
Georgia
$12.6K
MAM
1018
Meeder Asset Management
Ohio
$12.4K -$7.76K -32 -39%
NMG
1019
New Millennium Group
Utah
$12.4K
WBC
1020
West Branch Capital
Massachusetts
$12.1K
CA
1021
Centerpoint Advisors
Massachusetts
$12K -$8.94K -38 -43%
SO
1022
Sierra Ocean
California
$11.2K
SCB
1023
Saudi Central Bank
Saudi Arabia
$11.2K +$11.2K +46 New
PP
1024
PrairieView Partners
Minnesota
$11K
HCP
1025
Hexagon Capital Partners
Arkansas
$10.4K +$242 +1 +2%