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Broadridge

1,083 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, 461 increasing their positions, 356 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,083
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
DF
1051
Dunhill Financial
United Kingdom
$2.22K
HFS
1052
Hughes Financial Services
Virginia
$2.13K
SIC
1053
SJS Investment Consulting
Ohio
$1.95K
YP
1054
YANKCOM Partnership
South Dakota
$1.94K
MPW
1055
MASECO Private Wealth
$1.94K
HWA
1056
HHM Wealth Advisors
Tennessee
$1.7K
BHWM
1057
Bay Harbor Wealth Management
Maryland
$1.46K
MHR
1058
Matthew Hamilton Rosenberg
$1.46K
T
1059
Transce3nd
Texas
$1.46K
HWP
1060
Highline Wealth Partners
California
$1.46K
TIM
1061
Total Investment Management
Arizona
$1.46K
CIAS
1062
CBIZ Investment Advisory Services
Ohio
$1.22K
TFM
1063
TFC Financial Management
Massachusetts
$1.22K
RWM
1064
Rialto Wealth Management
New York
$1.22K
SC
1065
Stephens Consulting
Michigan
$1.22K
WA
1066
Whipplewood Advisors
Colorado
$1.22K
WOC
1067
West Oak Capital
California
$1.22K
HIA
1068
HFM Investment Advisors
New Jersey
$1.22K
RAM
1069
Riggs Asset Management
Pennsylvania
$973
AWM
1070
Activest Wealth Management
Florida
$972
PWM
1071
Parkworth Wealth Management
California
$972
DF
1072
DecisionPoint Financial
Arizona
$735
PWA
1073
Principia Wealth Advisory
Texas
$729
GC
1074
GFG Capital
Florida
$729
PWA
1075
Physician Wealth Advisors
Utah
$487