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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 %
BIA
1026
Bell Investment Advisors
California
$10.4K +$485 +2 +5%
GJIA
1027
Glass Jacobson Investment Advisors
Maryland
$10.2K
NSIM
1028
North Star Investment Management
Illinois
$9.46K -$3.88K -16 -29%
FFA
1029
Frazier Financial Advisors
Ohio
$9.21K
AGWCA
1030
Annis Gardner Whiting Capital Advisors
Florida
$8.76K
FMP
1031
Financial Management Professionals
Texas
$8.73K +$2.67K +11 +44%
SIS
1032
Strategic Investment Solutions
Illinois
$7.28K
DI
1033
DAGCO Inc
Ohio
$7.03K +$7.03K +29 New
PSFG
1034
Park Square Financial Group
Georgia
$6.79K +$6.79K +28 New
SC
1035
SouthState Corp
Florida
$6.79K +$6.79K +28 New
DF
1036
Dunhill Financial
United Kingdom
$6.69K -$239 -1 -3%
FPF
1037
First Pacific Financial
Washington
$6.3K
KA
1038
Kozak & Associates
Colorado
$6.17K +$6.17K +26 New
OP
1039
ORG Partners
Indiana
$6.12K -$357K -1,460 -98%
PA
1040
PSI Advisors
Florida
$5.82K
FDCP
1041
Foster Dykema Cabot & Partners
Massachusetts
$5.35K
S
1042
Sachetta
Massachusetts
$5.34K -$4.85K -20 -48%
LFA
1043
LGT Financial Advisors
Texas
$5.33K -$50.7K -209 -90%
HCM
1044
Hollencrest Capital Management
California
$5.09K
NWM
1045
Nova Wealth Management
Florida
$5.09K +$5.09K +21 New
Q1WB
1046
Quest 10 Wealth Builders
Virginia
$4.85K
NFSG
1047
Newbridge Financial Services Group
Florida
$4.85K
AWM
1048
Abound Wealth Management
Tennessee
$4.37K
ME
1049
McIlrath & Eck
Washington
$4.36K
DPW
1050
DiNuzzo Private Wealth
Pennsylvania
$4.12K