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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 %
HCM
1026
Hollencrest Capital Management
California
$5.1K
MAM
1027
Meeder Asset Management
Ohio
$4.86K -$7.54K -31 -61%
NFSG
1028
Newbridge Financial Services Group
Florida
$4.86K
CCMI
1029
Creative Capital Management Investments
California
$4.86K +$4.86K +20 New
ME
1030
McIlrath & Eck
Washington
$4.38K
AWM
1031
Abound Wealth Management
Tennessee
$4.38K
GCM
1032
Gables Capital Management
Florida
$4.13K
DPW
1033
DiNuzzo Private Wealth
Pennsylvania
$4.13K
KG
1034
Kilter Group
New York
$3.89K +$3.89K +16 New
LI
1035
LRI Investments
Florida
$3.89K
TPW
1036
Talon Private Wealth
Florida
$3.89K +$3.89K +16 New
GBT
1037
Grove Bank & Trust
Florida
$3.65K +$3.65K +15 New
WCM
1038
WealthTrak Capital Management
Virginia
$3.16K
JGIA
1039
Jackson Grant Investment Advisers
Connecticut
$3.16K
IHWM
1040
Iron Horse Wealth Management
Iowa
$3.16K
RTL
1041
Red Tortoise LLC
Georgia
$2.92K
AA
1042
Addison Advisors
Vermont
$2.67K
MTIC
1043
Missouri Trust & Investment Company
Missouri
$2.67K
TIM
1044
Tortoise Investment Management
New York
$2.67K +$972 +4 +57%
HFS
1045
Horizon Financial Services
North Carolina
$2.43K +$1.22K +5 +100%
PP
1046
Pacifica Partners
Canada
$2.39K +$2.39K +10 New
DF
1047
Dunhill Financial
United Kingdom
$2.22K -$4.69K -19 -68%
HFS
1048
Hughes Financial Services
Virginia
$2.14K -$1.07K -4 -33%
SIC
1049
SJS Investment Consulting
Ohio
$1.95K -$1.46K -6 -43%
YP
1050
YANKCOM Partnership
South Dakota
$1.94K +$1.94K +8 New