BR icon

Broadridge
BR

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 %
AP
326
Appleton Partners
Massachusetts
$3.23M +$122K +503 +4%
GWANC
327
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.18M +$70.1K +289 +2%
SFCL
328
Strengthening Families & Communities LLC
Massachusetts
$3.16M +$92.8K +386 +3%
Lido Advisors
329
Lido Advisors
California
$3.15M +$1.15M +4,722 +57%
Cambridge Investment Research Advisors
330
Cambridge Investment Research Advisors
Iowa
$3.15M -$65.7K -271 -2%
HSA
331
HBK Sorce Advisory
Pennsylvania
$3.15M -$27.6K -114 -0.9%
RMSCM
332
R.M. Sincerbeaux Capital Management
New York
$3.13M – – –
TPSF
333
Texas Permanent School Fund
Texas
$3.13M +$3.13M +12,893 New
DIA
334
Dean Investment Associates
Ohio
$3.12M +$125K +514 +4%
TCA
335
Transcend Capital Advisors
New Jersey
$3.11M +$123K +507 +4%
ZBNA
336
Zions Bancorporation, National Association
Utah
$3.11M +$3.11M +12,829 New
ASN
337
Advisory Services Network
Georgia
$3.07M -$135K -555 -4%
Janney Montgomery Scott
338
Janney Montgomery Scott
Pennsylvania
$3.07M +$3.07M +12,656 New
PA
339
Pinnacle Associates
New York
$3.04M -$44.4K -183 -1%
UM
340
UniSuper Management
Australia
$2.99M +$97K +400 +3%
OAM
341
Oppenheimer Asset Management
New York
$2.98M -$133K -550 -4%
LCM
342
Logan Capital Management
Pennsylvania
$2.95M -$133K -550 -4%
TFP
343
Tilia Fiduciary Partners
North Carolina
$2.89M +$6.3K +26 +0.2%
CIA
344
Concurrent Investment Advisors
Florida
$2.83M +$407K +1,678 +17%
CCM
345
Coldstream Capital Management
Washington
$2.82M -$225K -928 -7%
AAS
346
Avantax Advisory Services
Texas
$2.82M +$101K +416 +4%
KA
347
Kintegral Advisory
New York
$2.81M -$9.49K -39 -0.3%
AM
348
AGF Management
Ontario, Canada
$2.81M +$113K +467 +4%
RC
349
Roundview Capital
New Jersey
$2.8M +$99.4K +410 +4%
Pacer Advisors
350
Pacer Advisors
Pennsylvania
$2.8M -$1.45M -5,996 -34%
12 13
14
15 16