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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 %
Susquehanna International Group
376
Susquehanna International Group
Pennsylvania
$2.37M -$8.97M -36,993 -79%
EWM
377
Empirical Wealth Management
Washington
$2.35M +$1.87M +7,732 +391%
LF
378
Lantz Financial
Illinois
$2.34M -$112K -460 -5%
MFG
379
Merit Financial Group
Georgia
$2.33M +$428K +1,767 +22%
MSU
380
Mizuho Securities USA
New York
$2.27M -$414K -1,708 -15%
A
381
AlphaQuest
New York
$2.24M -$99.7K -411 -4%
PI
382
PGGM Investments
Netherlands
$2.19M – – –
TRSOTSOK
383
Teachers Retirement System of the State of Kentucky
Kentucky
$2.18M +$64K +264 +3%
WC
384
Waterloo Capital
Texas
$2.16M +$192K +793 +10%
LIM
385
Leavell Investment Management
Alabama
$2.16M -$99.8K -410 -4%
PPC
386
Park Place Capital
Alabama
$2.14M +$727K +2,998 +51%
AF
387
Avanza Fonder
Sweden
$2.14M +$311K +1,264 +17%
Rafferty Asset Management
388
Rafferty Asset Management
New York
$2.12M -$527K -2,173 -20%
DILIC
389
Dai-ichi Life Insurance Company
Japan
$2.12M – – –
FCBT
390
First Citizens Bank & Trust
North Carolina
$2.11M -$274K -1,130 -12%
BCM
391
Buckhead Capital Management
Georgia
$2.11M +$47K +194 +2%
Walleye Capital
392
Walleye Capital
New York
$2.09M +$2.09M +8,621 New
NGA
393
Naples Global Advisors
Florida
$2.03M -$83.9K -345 -4%
RWP
394
RWA Wealth Partners
Massachusetts
$2.03M -$661K -2,726 -25%
QCM
395
QRG Capital Management
Illinois
$2.02M +$158K +651 +8%
KRS
396
Kentucky Retirement Systems
Kentucky
$1.94M -$6.3K -26 -0.3%
VAS
397
Vestmark Advisory Solutions
Massachusetts
$1.93M +$973K +4,012 +102%
SL
398
Sentry LLC
Tennessee
$1.93M – – –
IMRF
399
Illinois Municipal Retirement Fund
Illinois
$1.88M – – –
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$1.86M +$52.4K +216 +3%
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