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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 %
AIM
451
Aigen Investment Management
New York
$1.35M +$1.35M +5,572 New
CFO
452
Callan Family Office
Pennsylvania
$1.33M -$727 -3 -0.1%
MSRPS
453
Maryland State Retirement & Pension System
Maryland
$1.33M -$189K -779 -12%
EOJOAM
454
E. Ohman J:or Asset Management
Sweden
$1.32M – – –
NMERB
455
New Mexico Educational Retirement Board
New Mexico
$1.32M -$24.2K -100 -2%
CCA
456
Catalyst Capital Advisors
New York
$1.3M +$63K +260 +5%
HWM
457
HB Wealth Management
Georgia
$1.26M +$545K +2,249 +76%
TCM
458
Tributary Capital Management
Nebraska
$1.26M +$49K +202 +4%
AIM
459
Achmea Investment Management
Netherlands
$1.26M -$13.6K -56 -1%
PFS
460
Prospera Financial Services
Texas
$1.24M -$10.7K -44 -0.9%
GWM
461
Geneos Wealth Management
Colorado
$1.24M +$861K +3,553 +225%
TRCT
462
Tower Research Capital (TRC)
New York
$1.24M -$131K -540 -10%
JIC
463
Johnson Investment Counsel
Ohio
$1.23M +$34.2K +141 +3%
OTL
464
Oak Thistle LLC
New York
$1.23M -$98.2K -405 -7%
VA
465
Vident Advisory
Georgia
$1.22M +$445K +1,835 +57%
LRWM
466
Lord & Richards Wealth Management
Colorado
$1.21M +$634K +2,615 +110%
AC
467
Allstate Corporation
Illinois
$1.21M +$335K +1,381 +38%
BAMF
468
BI Asset Management Fondsmaeglerselskab
Denmark
$1.21M +$180K +744 +18%
TC
469
TwinBeech Capital
New York
$1.2M +$1.2M +4,940 New
HAG
470
HighPoint Advisor Group
Illinois
$1.19M +$28.3K +118 +2%
HCA
471
Harbor Capital Advisors
Illinois
$1.17M -$1.14M -4,702 -49%
ALMGDA
472
AG2R La Mondiale Gestion d'Actifs
France
$1.16M +$1.16M +4,793 New
AFG
473
Atomi Financial Group
New York
$1.16M +$164K +676 +16%
GLA
474
Great Lakes Advisors
Illinois
$1.15M -$5.79M -23,882 -83%
SAM
475
Silvercrest Asset Management
New York
$1.15M -$880K -3,631 -43%
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