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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 %
EAM
301
Erste Asset Management
Austria
$3.96M +$3.96M +16,575 New
ACG
302
Allen Capital Group
Nebraska
$3.92M +$523K +2,156 +15%
FNA
303
First National Advisers
Nebraska
$3.88M +$687K +2,834 +21%
SAM
304
Shell Asset Management
Netherlands
$3.88M -$135K -557 -3%
Public Sector Pension Investment Board (PSP Investments)
305
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.87M +$331K +1,366 +9%
WSFS
306
Wilmington Savings Fund Society
Delaware
$3.84M +$12.6K +52 +0.3%
CS
307
Candriam SCA
Luxembourg
$3.77M -$686K -2,831 -15%
BCI
308
Brinker Capital Investments
Pennsylvania
$3.69M -$247K -1,017 -6%
OPS
309
Orion Portfolio Solutions
Nebraska
$3.69M -$247K -1,017 -6%
EMPI
310
Elo Mutual Pension Insurance
Finland
$3.68M +$798K +3,293 +28%
SPIA
311
Steward Partners Investment Advisory
New York
$3.66M +$225K +927 +7%
Mirae Asset Global Investments
312
Mirae Asset Global Investments
South Korea
$3.52M -$777K -3,272 -18%
NAM
313
Nissay Asset Management
Japan
$3.46M +$41.9K +173 +1%
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$3.42M +$78.6K +324 +2%
CWM
315
CIBC World Markets
New York
$3.42M -$1.06M -4,352 -24%
VPIM
316
Vanguard Personalized Indexing Management
California
$3.4M +$351K +1,448 +11%
HFS
317
Hantz Financial Services
Michigan
$3.39M -$362K -1,493 -10%
MWM
318
Modern Wealth Management
Kansas
$3.39M +$81K +334 +2%
SLC
319
Second Line Capital
Louisiana
$3.33M +$113K +464 +4%
SOADOR
320
State of Alaska Department of Revenue
Alaska
$3.33M +$92.1K +380 +3%
MOACM
321
Mutual of America Capital Management
New York
$3.3M -$95.8K -395 -3%
CGPCS
322
Capital Group Private Client Services
California
$3.3M -$7.08M -29,219 -68%
TSMHT
323
Thurston Springer Miller Herd & Titak
Indiana
$3.29M +$680K +2,803 +26%
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$3.27M +$49.2K +203 +2%
FLPIM
325
F.L. Putnam Investment Management
Massachusetts
$3.24M -$97.5K -402 -3%