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Broadridge
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Overview Fund Activity

1,093 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 386 increasing their positions, 401 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+54
Holders Change %
+5.2%
% of All Funds
14.84%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
127
Increased
386
Reduced
401
Closed
53
Calls
$23.6M
Puts
$14.9M
Net Calls
+$8.62M
Net Calls Change
+$2.43M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$214M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$93.1M
4
Barclays
Barclays
United Kingdom
+$68.5M
5
Principal Financial Group
Principal Financial Group
Iowa
+$59.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$97.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$90.8M
3
Millennium Management
Millennium Management
New York
-$61.7M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$61.4M
5
JIM
Jensen Investment Management
Oregon
-$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$7.02M +$2.1M +8,675 +43%
ZCI
227
Zevenbergen Capital Investments
Washington
$6.99M -$1.29M -5,330 -16%
CF
228
Corebridge Financial
Texas
$6.98M -$236K -973 -3%
EI
229
Ethic Inc
New York
$6.94M +$989K +4,040 +17%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$6.8M -$206K -850 -3%
II
231
IFM Investors
Australia
$6.75M – – –
BFW
232
Brady Family Wealth
Missouri
$6.72M +$24.2K +100 +0.4%
SEM
233
Suncoast Equity Management
Florida
$6.64M +$350K +1,445 +6%
Brown Advisory
234
Brown Advisory
Maryland
$6.62M -$15.8K -65 -0.2%
Swedbank
235
Swedbank
Sweden
$6.53M +$389K +1,604 +6%
CNB
236
Czech National Bank
Czech Republic
$6.52M +$372K +1,533 +6%
COPPSERS
237
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.49M +$462K +1,907 +8%
CAC
238
Core Alternative Capital
Georgia
$6.46M -$1.45M -5,971 -18%
X
239
Xponance
Pennsylvania
$6.46M +$93.1K +384 +1%
NAAA
240
New Age Alpha Advisors
New York
$6.39M -$3.95M -16,276 -38%
AWM
241
Axxcess Wealth Management
California
$6.37M +$68.1K +281 +1%
Kovitz Investment Group Partners
242
Kovitz Investment Group Partners
Illinois
$6.37M -$12.9K -53 -0.2%
AB
243
Amalgamated Bank
New York
$6.32M +$67.6K +279 +1%
DnB Asset Management
244
DnB Asset Management
Norway
$6.27M -$167K -688 -3%
Jane Street
245
Jane Street
New York
$6.26M +$4.97M +20,495 +385%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$6.25M +$5.13M +21,152 +457%
Creative Planning
247
Creative Planning
Kansas
$6.12M +$376K +1,550 +7%
Retirement Systems of Alabama
248
Retirement Systems of Alabama
Alabama
$6.1M -$39.3K -162 -0.6%
CG
249
Castellan Group
Kentucky
$5.86M +$3.13M +12,914 +115%
CFB
250
Cullen/Frost Bankers
Texas
$5.85M -$126K -519 -2%
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