BR icon

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
MTIC
1051
Missouri Trust & Investment Company
Missouri
$2.67K
TIM
1052
Tortoise Investment Management
New York
$2.67K
HFS
1053
Horizon Financial Services
North Carolina
$2.43K
PP
1054
Pacifica Partners
Canada
$2.39K
DF
1055
Dunhill Financial
United Kingdom
$2.22K
HFS
1056
Hughes Financial Services
Virginia
$2.13K
SIC
1057
SJS Investment Consulting
Ohio
$1.95K
YP
1058
YANKCOM Partnership
South Dakota
$1.94K
MPW
1059
MASECO Private Wealth
$1.94K
HWA
1060
HHM Wealth Advisors
Tennessee
$1.7K
BHWM
1061
Bay Harbor Wealth Management
Maryland
$1.46K
MHR
1062
Matthew Hamilton Rosenberg
$1.46K
HWP
1063
Highline Wealth Partners
California
$1.46K
T
1064
Transce3nd
Texas
$1.46K
TIM
1065
Total Investment Management
Arizona
$1.46K
CIAS
1066
CBIZ Investment Advisory Services
Ohio
$1.22K
TFM
1067
TFC Financial Management
Massachusetts
$1.22K
RWM
1068
Rialto Wealth Management
New York
$1.22K
SC
1069
Stephens Consulting
Michigan
$1.22K
WA
1070
Whipplewood Advisors
Colorado
$1.22K
WOC
1071
West Oak Capital
California
$1.22K
HIA
1072
HFM Investment Advisors
New Jersey
$1.22K
RAM
1073
Riggs Asset Management
Pennsylvania
$973
AWM
1074
Activest Wealth Management
Florida
$972
PWM
1075
Parkworth Wealth Management
California
$972