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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
AW
1026
Avion Wealth
Texas
$7K
S
1027
Sachetta
Massachusetts
$6.81K
PSFG
1028
Park Square Financial Group
Georgia
$6.8K
BLC
1029
Brown, Lisle/Cummings
Rhode Island
$6.08K
HHMI
1030
Howard Hughes Medical Institute
Maryland
$6.08K
LFA
1031
LGT Financial Advisors
Texas
$5.37K
FDCP
1032
Foster Dykema Cabot & Partners
Massachusetts
$5.37K
HCM
1033
Hollencrest Capital Management
California
$5.1K
NWM
1034
Nova Wealth Management
Florida
$5.1K
MAM
1035
Meeder Asset Management
Ohio
$4.86K
NFSG
1036
Newbridge Financial Services Group
Florida
$4.86K
CCMI
1037
Creative Capital Management Investments
California
$4.86K
AWM
1038
Abound Wealth Management
Tennessee
$4.38K
ME
1039
McIlrath & Eck
Washington
$4.38K
GCM
1040
Gables Capital Management
Florida
$4.13K
DPW
1041
DiNuzzo Private Wealth
Pennsylvania
$4.13K
KG
1042
Kilter Group
New York
$3.89K
LI
1043
LRI Investments
Florida
$3.89K
TPW
1044
Talon Private Wealth
Florida
$3.89K
GBT
1045
Grove Bank & Trust
Florida
$3.65K
WCM
1046
WealthTrak Capital Management
Virginia
$3.16K
JGIA
1047
Jackson Grant Investment Advisers
Connecticut
$3.16K
IHWM
1048
Iron Horse Wealth Management
Iowa
$3.16K
RTL
1049
Red Tortoise LLC
Georgia
$2.92K
AA
1050
Addison Advisors
Vermont
$2.67K