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Broadridge

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
Name Holding Trade Value Shares
Change
Shares
Change %
URS
276
Utah Retirement Systems
Utah
$4.7M
BCM
277
Brasada Capital Management
Texas
$4.69M -$338K -1,556 -7%
SNB
278
Security National Bank
Nebraska
$4.68M -$106K -437 -2%
KIC
279
Kensington Investment Counsel
California
$4.65M +$226K +934 +5%
NAMM
280
NorthStar Asset Management (Massachusetts)
Massachusetts
$4.62M +$1.67M +6,896 +57%
GLF
281
Groupe la Francaise
France
$4.62M +$594K +2,485 +15%
SWP
282
Stratos Wealth Partners
Ohio
$4.58M +$138K +571 +3%
BOCM
283
Bontempo Ohly Capital Management
Maryland
$4.56M +$4.56M +18,788 New
WFMPM
284
Woodley Farra Manion Portfolio Management
Indiana
$4.55M +$107K +438 +2%
CIBC World Market
285
CIBC World Market
Ontario, Canada
$4.52M +$3.54M +14,593 +360%
YCM
286
Yousif Capital Management
Michigan
$4.49M -$137K -567 -3%
Osaic Holdings
287
Osaic Holdings
Arizona
$4.48M -$464K -1,913 -9%
TAF
288
Tredje AP-fonden
Sweden
$4.46M
MC
289
Middleton & Co
Massachusetts
$4.41M -$246K -1,015 -5%
PCM
290
Parsons Capital Management
Rhode Island
$4.4M -$328K -1,353 -7%
PGAM
291
Princeton Global Asset Management
New Jersey
$4.4M +$102K +420 +2%
BG
292
BDF Gestion
France
$4.31M
CLGM
293
Capitolis Liquid Global Markets
New York
$4.25M +$1.94M +8,000 +84%
LRIC
294
Long Road Investment Counsel
Michigan
$4.21M +$60.6K +250 +1%
NYLIM
295
New York Life Investment Management
New York
$4.2M -$21.1K -87 -0.5%
PFSRSONJ
296
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.15M +$2.67K +11 +0.1%
IAA
297
Independent Advisor Alliance
North Carolina
$4.05M -$1.68M -6,944 -29%
IMCOOI
298
Investment Management Corp of Ontario (IMCO)
Canada
$4.01M +$24.2K +100 +0.6%
IB
299
Intrust Bank
Kansas
$4.01M -$125K -517 -3%
1832 Asset Management
300
1832 Asset Management
Ontario, Canada
$3.98M -$19.4K -80 -0.5%