BR icon

Broadridge
BR

Overview Fund Activity

1,074 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 456 increasing their positions, 355 reducing their positions, and 75 closing their positions.

Holders
1,074
Holders Change
-20
Holders Change %
-1.83%
% of All Funds
14.42%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
82
Increased
456
Reduced
355
Closed
75
Calls
$9.8M
Puts
$2.49M
Net Calls
+$7.31M
Net Calls Change
-$1.31M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$124M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.65B
3
UBS AM
3
UBS AM
Illinois
$321M
4
Millennium Management
4
Millennium Management
New York
$80.7M
5
Bank of America
5
Bank of America
North Carolina
$207M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$12.1M
2
JCM
2
Junto Capital Management
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$101M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$58.9M
5
GC
5
Gillson Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$207M 850,904 +165,965 +24%
Goldman Sachs
27
Goldman Sachs
New York
$204M 838,331 +111,740 +15%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$202M 831,738 -38,313 -4%
Amundi
29
Amundi
France
$179M 752,488 +89,227 +13%
Franklin Resources
30
Franklin Resources
California
$173M 712,874 -31,766 -4%
Macquarie Group
31
Macquarie Group
Australia
$173M 709,998 -33,886 -5%
Charles Schwab
32
Charles Schwab
California
$171M 704,850 +10,219 +1%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$152M 625,899 +8,184 +1%
CIM
34
Confluence Investment Management
Missouri
$145M 597,545 -12,195 -2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$144M 592,843 -55,193 -9%
Norges Bank
36
Norges Bank
Norway
$124M 509,451 +509,451 New
AllianceBernstein
37
AllianceBernstein
Tennessee
$113M 465,814 -38,558 -8%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$111M 457,291 -17,452 -4%
Deutsche Bank
39
Deutsche Bank
Germany
$106M 436,380 -49,130 -10%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$106M 434,693 -79,688 -15%
Corient Private Wealth
41
Corient Private Wealth
Florida
$105M 430,790 +22,095 +5%
RG
42
Rathbones Group
United Kingdom
$105M 431,580 -5,858 -1%
UBS Group
43
UBS Group
Switzerland
$101M 416,587 -161,228 -28%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$98.5M 405,397 -2,516 -0.6%
Principal Financial Group
45
Principal Financial Group
Iowa
$96.6M 397,602 -7,228 -2%
Parnassus Investments
46
Parnassus Investments
California
$95.5M 392,798 -45,683 -10%
Raymond James Financial
47
Raymond James Financial
Florida
$95.4M 392,359 +876 +0.2%
NL
48
Nuveen LLC
North Carolina
$93.3M 383,743 +6,587 +2%
EARNEST Partners
49
EARNEST Partners
Georgia
$88.9M 365,649 +1,735 +0.5%
Swiss National Bank
50
Swiss National Bank
Switzerland
$86.1M 354,200 +24,500 +7%
1
2
3 4 5