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 %
NB
426
Norinchukin Bank
Japan
$1.56M +$218K +900 +16%
SW
427
Simplicity Wealth
New Jersey
$1.55M +$1.55M +6,403 New
RPI
428
Railway Pension Investments
United Kingdom
$1.55M +$1.55M +6,400 New
LAM
429
LECAP Asset Management
United Kingdom
$1.54M +$1.54M +6,355 New
BWP
430
Burling Wealth Partners
Illinois
$1.53M -$105K -435 -6%
LSERS
431
Louisiana State Employees Retirement System
Louisiana
$1.53M – – –
SAM
432
Securian Asset Management
Minnesota
$1.52M +$24.2K +100 +2%
PS
433
Principal Securities
Iowa
$1.48M – – –
Thrivent Financial for Lutherans
434
Thrivent Financial for Lutherans
Minnesota
$1.48M +$955 +4 +0.1%
CAU
435
Caxton Associates (UK)
$1.48M +$1.48M +6,116 New
MAM
436
Mirabaud Asset Management
United Kingdom
$1.47M -$573K -2,414 -28%
TH
437
TCTC Holdings
Texas
$1.47M +$16.5K +68 +1%
PP
438
PDT Partners
New York
$1.46M -$727 -3 -0%
EWA
439
EP Wealth Advisors
California
$1.45M +$1.94K +8 +0.1%
Koshinski Asset Management
440
Koshinski Asset Management
Illinois
$1.44M +$37.1K +153 +3%
SC
441
Savant Capital
Illinois
$1.42M +$563K +2,322 +65%
CS
442
Cannell & Spears
New York
$1.42M – – –
Wellington Management Group
443
Wellington Management Group
Massachusetts
$1.42M +$294K +1,213 +26%
SFG
444
SNS Financial Group
Minnesota
$1.41M -$82.5K -339 -6%
NS
445
NBC Securities
Alabama
$1.41M +$1.4M +5,791 +115,820%
SF
446
Summit Financial
New Jersey
$1.39M +$116K +477 +9%
CIC
447
Crawford Investment Counsel
Georgia
$1.39M – – –
Allspring Global Investments
448
Allspring Global Investments
North Carolina
$1.37M -$50.2K -205 -4%
OAM
449
Ostrum Asset Management
France
$1.37M -$509K -2,098 -27%
CF
450
Centaurus Financial
California
$1.36M -$158K -651 -10%
16 17
18
19 20