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Broadridge
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Overview Fund Activity

1,074 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 456 increasing their positions, 355 reducing their positions, and 75 closing their positions.

Holders
1,074
Holders Change
-20
Holders Change %
-1.83%
% of All Funds
14.42%
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
456
Reduced
355
Closed
75
Calls
$9.8M
Puts
$2.49M
Net Calls
+$7.31M
Net Calls Change
-$1.31M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$124M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.65B
3
UBS AM
3
UBS AM
Illinois
$321M
4
Millennium Management
4
Millennium Management
New York
$80.7M
5
Bank of America
5
Bank of America
North Carolina
$207M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$12.1M
2
JCM
2
Junto Capital Management
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$101M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$58.9M
5
GC
5
Gillson Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.65B 15,031,420 +298,273 +2%
BlackRock
2
BlackRock
New York
$2.55B 10,508,647 -45,752 -0.4%
State Street
3
State Street
Massachusetts
$1.38B 5,642,154 +35,061 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$1.23B 5,060,935 -27,908 -0.5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$858M 3,532,306 -28,193 -0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$797M 3,292,241 +136,386 +4%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$755M 3,105,674 +20,497 +0.7%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$550M 2,262,202 +20,216 +0.9%
Barclays
9
Barclays
United Kingdom
$476M 1,958,168 +27,214 +1%
Mitsubishi UFJ Asset Management
10
Mitsubishi UFJ Asset Management
Japan
$426M 1,751,266 +61,659 +4%
Northern Trust
11
Northern Trust
Illinois
$390M 1,606,128 +32,801 +2%
Stifel Financial
12
Stifel Financial
Missouri
$377M 1,552,802 -22,236 -1%
Capital International Investors
13
Capital International Investors
California
$366M 1,506,043 -23,918 -2%
Invesco
14
Invesco
Georgia
$356M 1,466,774 +36,355 +3%
APG Asset Management
15
APG Asset Management
Netherlands
$347M 1,677,703 +51,313 +3%
UBS AM
16
UBS AM
Illinois
$321M 1,319,038 +242,277 +23%
JIM
17
Jensen Investment Management
Oregon
$315M 1,297,083 -89,526 -6%
Wells Fargo
18
Wells Fargo
California
$298M 1,225,155 +33,528 +3%
BG
19
Bahl & Gaynor
Ohio
$289M 1,190,777 +22,426 +2%
Ameriprise
20
Ameriprise
Minnesota
$277M 1,139,533 +103,595 +10%
MIM
21
Meridiem Investment Management
United Kingdom
$272M 1,120,989 -2,876 -0.3%
Legal & General Group
22
Legal & General Group
United Kingdom
$263M 1,082,299 -7,008 -0.6%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$241M 991,687 +1,519 +0.2%
Fayez Sarofim & Co
24
Fayez Sarofim & Co
Texas
$215M 886,279 -5,311 -0.6%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$210M 862,933 +5,807 +0.7%
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