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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
BCM
1126
Brown Capital Management
Maryland
Two Sigma Advisers
1127
Two Sigma Advisers
New York
CA
1128
Claro Advisors
Massachusetts
FP
1129
Fiduciary Planning
Florida
SI
1130
Seeds Investor
New York
SQA
1131
Simon Quick Advisors
New Jersey
SPC
1132
Sigma Planning Corp
Michigan
FPCP
1133
Fort Point Capital Partners
California
IWM
1134
IHT Wealth Management
Illinois
VCM
1135
Virtue Capital Management
Tennessee
RS
1136
R Squared
Hong Kong
CCA
1137
Checchi Capital Advisers
California
QC
1138
Quent Capital
New York
JFGIW
1139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
HH
1140
HWG Holdings
Texas
VBA
1141
von Borstel & Associates
Oregon
CA
1142
Continuum Advisory
Idaho
MFA
1143
McClarren Financial Advisors
Pennsylvania
Lazard Asset Management
1144
Lazard Asset Management
New York
GFPC
1145
Global Financial Private Client
Florida
POIA
1146
Pin Oak Investment Advisors
Texas
CA
1147
Centerpoint Advisors
Massachusetts
SCB
1148
Saudi Central Bank
Saudi Arabia
HCP
1149
Hexagon Capital Partners
Arkansas
FPF
1150
First Pacific Financial
Washington