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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
CMP
1001
Coston McIsaac & Partners
Maine
$15K
FUBT
1002
First United Bank & Trust
Maryland
$14.6K
SO
1003
Sierra Ocean
California
$14.4K
RWS
1004
Retirement Wealth Solutions
Wisconsin
$14.1K
CFD
1005
Creative Financial Designs
Indiana
$13.9K
RA
1006
Rise Advisors
New York
$13.2K
FGA
1007
Fortis Group Advisors
New Jersey
$12.9K
IRC
1008
Investors Research Corp
Georgia
$12.6K
VWM
1009
Valley Wealth Managers
New Jersey
$12.6K
WBC
1010
West Branch Capital
Massachusetts
$12.2K
CPG
1011
Cornerstone Planning Group
New Jersey
$11.7K
AGWCA
1012
Annis Gardner Whiting Capital Advisors
Florida
$11.5K
PP
1013
PrairieView Partners
Minnesota
$11K
GJIA
1014
Glass Jacobson Investment Advisors
Maryland
$10.9K
BFPW
1015
BOK Financial Private Wealth
Colorado
$10.7K
BIA
1016
Bell Investment Advisors
California
$10.5K
MYIA
1017
Mount Yale Investment Advisors
Colorado
$9.72K
NSIM
1018
North Star Investment Management
Illinois
$9.48K
FFA
1019
Frazier Financial Advisors
Ohio
$9.24K
RA
1020
Rational Advisors
New York
$8.75K
BFS
1021
Bare Financial Services
Pennsylvania
$8.26K
AT
1022
Arlington Trust
Alabama
$7.29K
SIS
1023
Strategic Investment Solutions
Illinois
$7.29K
DI
1024
DAGCO Inc
Ohio
$7.05K
SC
1025
SouthState Corp
Florida
$7.05K