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Broadridge

1,083 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, 461 increasing their positions, 356 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,083
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
CFD
1001
Creative Financial Designs
Indiana
$13.9K
RA
1002
Rise Advisors
New York
$13.2K
FGA
1003
Fortis Group Advisors
New Jersey
$12.9K
IRC
1004
Investors Research Corp
Georgia
$12.6K
VWM
1005
Valley Wealth Managers
New Jersey
$12.6K
WBC
1006
West Branch Capital
Massachusetts
$12.2K
CPG
1007
Cornerstone Planning Group
New Jersey
$11.7K
AGWCA
1008
Annis Gardner Whiting Capital Advisors
Florida
$11.5K
PP
1009
PrairieView Partners
Minnesota
$11K
GJIA
1010
Glass Jacobson Investment Advisors
Maryland
$10.9K
BFPW
1011
BOK Financial Private Wealth
Colorado
$10.7K
BIA
1012
Bell Investment Advisors
California
$10.5K
MYIA
1013
Mount Yale Investment Advisors
Colorado
$9.72K
NSIM
1014
North Star Investment Management
Illinois
$9.48K
FFA
1015
Frazier Financial Advisors
Ohio
$9.24K
RA
1016
Rational Advisors
New York
$8.75K
BFS
1017
Bare Financial Services
Pennsylvania
$8.26K
AT
1018
Arlington Trust
Alabama
$7.29K
SIS
1019
Strategic Investment Solutions
Illinois
$7.29K
DI
1020
DAGCO Inc
Ohio
$7.05K
SC
1021
SouthState Corp
Florida
$7.05K
AW
1022
Avion Wealth
Texas
$7K
S
1023
Sachetta
Massachusetts
$6.81K
PSFG
1024
Park Square Financial Group
Georgia
$6.8K
HHMI
1025
Howard Hughes Medical Institute
Maryland
$6.08K