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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 %
SPC
1126
Sigma Planning Corp
Michigan
-$223K -918 Closed
FPCP
1127
Fort Point Capital Partners
California
-$217K -893 Closed
IWM
1128
IHT Wealth Management
Illinois
-$215K -888 Closed
VCM
1129
Virtue Capital Management
Tennessee
-$208K -855 Closed
RS
1130
R Squared
Hong Kong
-$204K -840 Closed
CCA
1131
Checchi Capital Advisers
California
-$200K -825 Closed
QC
1132
Quent Capital
New York
-$129K -534 Closed
JFGIW
1133
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$129K -532 Closed
HH
1134
HWG Holdings
Texas
-$97K -400 Closed
VBA
1135
von Borstel & Associates
Oregon
-$43K -177 Closed
CA
1136
Continuum Advisory
Idaho
-$34.2K -141 Closed
MFA
1137
McClarren Financial Advisors
Pennsylvania
-$29K -120 Closed
Lazard Asset Management
1138
Lazard Asset Management
New York
-$24K -102 Closed
GFPC
1139
Global Financial Private Client
Florida
-$18.7K -77 Closed
POIA
1140
Pin Oak Investment Advisors
Texas
-$17K -72 Closed
CA
1141
Centerpoint Advisors
Massachusetts
-$12K -51 Closed
SCB
1142
Saudi Central Bank
Saudi Arabia
-$11.2K -46 Closed
HCP
1143
Hexagon Capital Partners
Arkansas
-$10.4K -43 Closed
FPF
1144
First Pacific Financial
Washington
-$6.3K -26 Closed
PA
1145
PSI Advisors
Florida
-$5.82K -24 Closed
SWA
1146
SOA Wealth Advisors
New York
-$2.67K -11 Closed
AF
1147
Atala Financial
California
-$1.7K -7 Closed
BWM
1148
Bernard Wealth Management
Michigan
-$1.46K -6 Closed
WW
1149
Winnow Wealth
Texas
-$756 -4 Closed
PEAK6
1150
PEAK6
Illinois
-$608 -3 Closed