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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 %
VCM
351
Voleon Capital Management
California
$2.73M +$2.11M +8,707 +343%
LTAS
352
Linden Thomas Advisory Services
North Carolina
$2.72M +$198K +817 +8%
WBC
353
Westpac Banking Corp
Australia
$2.71M -$2.06M -8,513 -43%
AssetMark Inc
354
AssetMark Inc
California
$2.69M -$80.5K -332 -3%
AT
355
American Trust
Kentucky
$2.58M +$17K +70 +0.7%
LA
356
Legacy Advisors
Pennsylvania
$2.58M +$95.4K +392 +4%
TI
357
Tidal Investments
Wisconsin
$2.55M -$806K -3,323 -24%
RIM
358
Rakuten Investment Management
Japan
$2.54M +$2.54M +10,692 New
Envestnet Portfolio Solutions
359
Envestnet Portfolio Solutions
Illinois
$2.53M -$2.75M -11,362 -52%
FT
360
Fiduciary Trust
Massachusetts
$2.49M +$1.41M +5,810 +130%
EP
361
Edgestream Partners
New Jersey
$2.49M +$861K +3,553 +53%
SFI
362
Siemens Fonds Invest
Germany
$2.48M -$19.4K -80 -0.8%
BFG
363
Bleakley Financial Group
New Jersey
$2.47M -$290K -1,198 -11%
IC
364
IEQ Capital
California
$2.46M -$445K -1,836 -15%
OPERF
365
Oregon Public Employees Retirement Fund
Oregon
$2.43M +$2.43K +10 +0.1%
MAA
366
Mraz Amerine & Associates
California
$2.43M -$4.28K -18 -0.2%
GT
367
Greenleaf Trust
Michigan
$2.43M -$13.8K -57 -0.6%
MGP
368
Metis Global Partners
California
$2.42M +$168K +694 +7%
WA1
369
Wimmer Associates 1
California
$2.4M -$57K -240 -2%
RFC
370
Regions Financial Corp
Alabama
$2.4M -$25.2K -104 -1%
WP
371
Woodline Partners
California
$2.4M +$154K +635 +7%
Wealthfront Advisers
372
Wealthfront Advisers
California
$2.39M -$1.21K -5 -0.1%
SIA
373
Schechter Investment Advisors
Michigan
$2.39M -$196K -810 -8%
KAS
374
Kestra Advisory Services
Texas
$2.38M -$64.7K -267 -3%
BBVA
375
Banco Bilbao Vizcaya Argentaria
Spain
$2.37M +$62.8K +259 +3%
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