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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
RWS
1001
Retirement Wealth Solutions
Wisconsin
$14.1K
CFD
1002
Creative Financial Designs
Indiana
$13.9K
RA
1003
Rise Advisors
New York
$13.2K
FGA
1004
Fortis Group Advisors
New Jersey
$12.9K
VWM
1005
Valley Wealth Managers
New Jersey
$12.6K
IRC
1006
Investors Research Corp
Georgia
$12.6K
WBC
1007
West Branch Capital
Massachusetts
$12.2K
CPG
1008
Cornerstone Planning Group
New Jersey
$11.7K
AGWCA
1009
Annis Gardner Whiting Capital Advisors
Florida
$11.5K
PP
1010
PrairieView Partners
Minnesota
$11K
GJIA
1011
Glass Jacobson Investment Advisors
Maryland
$10.9K
BFPW
1012
BOK Financial Private Wealth
Colorado
$10.7K
BIA
1013
Bell Investment Advisors
California
$10.5K
MYIA
1014
Mount Yale Investment Advisors
Colorado
$9.72K
NSIM
1015
North Star Investment Management
Illinois
$9.48K
FFA
1016
Frazier Financial Advisors
Ohio
$9.24K
RA
1017
Rational Advisors
New York
$8.75K
BFS
1018
Bare Financial Services
Pennsylvania
$8.26K
AT
1019
Arlington Trust
Alabama
$7.29K
SIS
1020
Strategic Investment Solutions
Illinois
$7.29K
DI
1021
DAGCO Inc
Ohio
$7.05K
SC
1022
SouthState Corp
Florida
$7.05K
AW
1023
Avion Wealth
Texas
$7K
S
1024
Sachetta
Massachusetts
$6.81K
PSFG
1025
Park Square Financial Group
Georgia
$6.8K