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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
BLC
1026
Brown, Lisle/Cummings
Rhode Island
$6.08K
HHMI
1027
Howard Hughes Medical Institute
Maryland
$6.08K
LFA
1028
LGT Financial Advisors
Texas
$5.37K
FDCP
1029
Foster Dykema Cabot & Partners
Massachusetts
$5.37K
NWM
1030
Nova Wealth Management
Florida
$5.1K
HCM
1031
Hollencrest Capital Management
California
$5.1K
MAM
1032
Meeder Asset Management
Ohio
$4.86K
NFSG
1033
Newbridge Financial Services Group
Florida
$4.86K
CCMI
1034
Creative Capital Management Investments
California
$4.86K
ME
1035
McIlrath & Eck
Washington
$4.38K
AWM
1036
Abound Wealth Management
Tennessee
$4.38K
DPW
1037
DiNuzzo Private Wealth
Pennsylvania
$4.13K
GCM
1038
Gables Capital Management
Florida
$4.13K
KG
1039
Kilter Group
New York
$3.89K
LI
1040
LRI Investments
Florida
$3.89K
TPW
1041
Talon Private Wealth
Florida
$3.89K
GBT
1042
Grove Bank & Trust
Florida
$3.65K
WCM
1043
WealthTrak Capital Management
Virginia
$3.16K
IHWM
1044
Iron Horse Wealth Management
Iowa
$3.16K
JGIA
1045
Jackson Grant Investment Advisers
Connecticut
$3.16K
RTL
1046
Red Tortoise LLC
Georgia
$2.92K
AA
1047
Addison Advisors
Vermont
$2.67K
MTIC
1048
Missouri Trust & Investment Company
Missouri
$2.67K
TIM
1049
Tortoise Investment Management
New York
$2.67K
HFS
1050
Horizon Financial Services
North Carolina
$2.43K