Broadridge
1,108 hedge funds and large institutions have $25.5B invested in Broadridge in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 389 increasing their positions, 409 reducing their positions, and 54 closing their positions.
133% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 54
100% more funds holding in top 10
Funds holding in top 10: 6 → 12 (+6)
58% more call options, than puts
Call options by funds: $23.6M | Put options by funds: $14.9M
5% more funds holding
Funds holding: 1,052 → 1,108 (+56)
2% more capital invested
Capital invested by funds: $24.9B → $25.5B (+$565M)
0.7% more ownership
Funds ownership: 89.28% → 89.99% (+0.7%)
5% less repeat investments, than reductions
Existing positions increased: 389 | Existing positions reduced: 409
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$208M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$103M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$90.4M |
| 4 |
Barclays
London,
United Kingdom
|
+$66.5M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$58.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$94.2M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$89.2M |
| 3 |
Millennium Management
New York
|
-$59.8M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$59.6M |
| 5 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
-$55.4M |
BR Hedge Fund Activity: Q1 2025 in Review
1,108 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q1 2025, worth a combined $25.5B — up 2.3% from $24.9B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new BR positions and 54 closed out — a net gain of 72 holders — while 389 added to existing stakes and 409 trimmed.
The largest buyer was Ameriprise, adding an estimated $208M. The largest seller was Capital International Investors, cutting an estimated $94.2M.
- 1,108 institutional investors held Broadridge (BR) as of Q1 2025, up from 1,052 in Q4 2024.
- Funds reported $25.5B of Broadridge stock for Q1 2025, up 2.3% quarter-over-quarter.
- 126 funds opened new Broadridge positions in Q1 2025 and 54 closed out, a net change of +72 holders.
- The largest Broadridge buyer in Q1 2025 was Ameriprise, an estimated $208M added.
- The largest Broadridge seller in Q1 2025 was Capital International Investors, an estimated $94.2M sold.
Based on aggregated 13F filings for Q1 2025.