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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 %
LF
401
Lee Financial
Texas
$1.85M -$199K -819 -10%
Vontobel Holding
402
Vontobel Holding
Switzerland
$1.84M +$109K +450 +6%
GAM
403
Generali Asset Management
Italy
$1.82M -$1.66M -6,829 -48%
MC
404
Machina Capital
France
$1.82M +$1.82M +7,491 New
HCM
405
Hilton Capital Management
New York
$1.81M -$152K -627 -8%
KIA
406
Knollwood Investment Advisory
Maryland
$1.79M – – –
N
407
Natixis
France
$1.78M +$1.78M +7,424 New
FNT
408
First National Trust
Pennsylvania
$1.75M -$1.66M -6,839 -49%
BAM
409
Boyar Asset Management
New York
$1.74M – – –
WT
410
Whittier Trust
California
$1.73M -$1.3M -5,356 -43%
HIMCH
411
Hartford Investment Management Co (HIMCO)
Connecticut
$1.73M -$17.9K -74 -1%
MNA
412
Manning & Napier Advisors
New York
$1.71M -$169K -696 -9%
TWM
413
Trueblood Wealth Management
Ohio
$1.7M +$45.1K +186 +3%
PGCM
414
Prescott Group Capital Management
Oklahoma
$1.7M – – –
EAMA
415
EFG Asset Management (Americas)
Florida
$1.7M -$8.73K -36 -0.5%
GIBU
416
Gulf International Bank (UK)
United Kingdom
$1.69M -$544K -2,245 -24%
DCM
417
Dean Capital Management
Kansas
$1.69M +$41K +169 +2%
WF
418
Welch & Forbes
Massachusetts
$1.68M – – –
NIM
419
NEOS Investment Management
Connecticut
$1.67M +$304K +1,253 +22%
KNW
420
Kesler Norman & Wride
Utah
$1.66M +$41.5K +171 +3%
P
421
&Partners
Tennessee
$1.62M -$53K -223 -3%
DWM
422
Dynasty Wealth Management
Florida
$1.6M -$43.9K -181 -3%
HKAM
423
Horizon Kinetics Asset Management
New York
$1.6M +$1.04M +4,292 +186%
NWMG
424
Nicholson Wealth Management Group
South Carolina
$1.59M +$65K +268 +4%
CG
425
Caprock Group
Idaho
$1.58M +$552K +2,268 +54%
15 16
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