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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 %
MPW
1051
MASECO Private Wealth
$1.94K +$1.94K +8 New
HWA
1052
HHM Wealth Advisors
Tennessee
$1.7K
BHWM
1053
Bay Harbor Wealth Management
Maryland
$1.46K +$731 +3 +100%
MHR
1054
Matthew Hamilton Rosenberg
$1.46K
T
1055
Transce3nd
Texas
$1.46K +$972 +4 +200%
HWP
1056
Highline Wealth Partners
California
$1.46K +$972 +4 +200%
TIM
1057
Total Investment Management
Arizona
$1.46K +$1.46K +6 New
CIAS
1058
CBIZ Investment Advisory Services
Ohio
$1.22K +$730 +3 +150%
TFM
1059
TFC Financial Management
Massachusetts
$1.22K
RWM
1060
Rialto Wealth Management
New York
$1.22K +$730 +3 +150%
SC
1061
Stephens Consulting
Michigan
$1.22K +$1.22K +5 New
WA
1062
Whipplewood Advisors
Colorado
$1.22K -$31.8K -131 -96%
WOC
1063
West Oak Capital
California
$1.22K
HIA
1064
HFM Investment Advisors
New Jersey
$1.22K +$729 +3 +150%
RAM
1065
Riggs Asset Management
Pennsylvania
$973
AWM
1066
Activest Wealth Management
Florida
$972 -$1.7K -7 -64%
PWM
1067
Parkworth Wealth Management
California
$972 +$243 +1 +33%
DF
1068
DecisionPoint Financial
Arizona
$735 +$735 +3 New
PWA
1069
Principia Wealth Advisory
Texas
$729 +$243 +1 +50%
GC
1070
GFG Capital
Florida
$729 +$729 +3 New
PWA
1071
Physician Wealth Advisors
Utah
$487 -$37.3K -153 -99%
RS
1072
Rakuten Securities
Japan
$486 -$729 -3 -60%
SIS
1073
Sound Income Strategies
Florida
$486 +$486 +2 New
MSWM
1074
Mowery & Schoenfeld Wealth Management
Illinois
$244
SOW
1075
State of Wyoming
Wyoming
$243 -$401K -1,651 -100%