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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 %
Kayne Anderson Rudnick Investment Management
26
Kayne Anderson Rudnick Investment Management
California
$208M -$3.07M -12,674 -1%
Franklin Resources
27
Franklin Resources
California
$181M -$34.9M -144,003 -16%
Macquarie Group
28
Macquarie Group
Australia
$180M -$52.2M -215,109 -22%
Goldman Sachs
29
Goldman Sachs
New York
$176M -$27.2M -112,136 -13%
Charles Schwab
30
Charles Schwab
California
$168M +$2.39M +9,842 +1%
Bank of America
31
Bank of America
North Carolina
$166M +$21.4M +88,406 +15%
Amundi
32
Amundi
France
$159M -$15.6M -65,074 -9%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$157M -$16.1M -66,509 -9%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$150M +$29.1M +119,964 +24%
CIM
35
Confluence Investment Management
Missouri
$148M -$5.45M -22,476 -4%
UBS Group
36
UBS Group
Switzerland
$140M +$39.2M +161,835 +39%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$125M -$4.19M -17,266 -3%
AllianceBernstein
38
AllianceBernstein
Tennessee
$122M +$6.85M +28,243 +6%
Deutsche Bank
39
Deutsche Bank
Germany
$118M +$4.66M +19,222 +4%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$115M -$12.1M -50,001 -10%
Parnassus Investments
41
Parnassus Investments
California
$106M -$5.12M -21,111 -5%
RG
42
Rathbones Group
United Kingdom
$106M -$498K -2,054 -0.5%
Corient Private Wealth
43
Corient Private Wealth
Florida
$99.4M -$6.93M -28,476 -7%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$98.9M +$93.1M +383,979 +1,604%
Principal Financial Group
45
Principal Financial Group
Iowa
$98.2M +$59.9M +247,157 +157%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$96.5M +$1.81M +8,324 +2%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$95.1M +$38.4M +158,522 +68%
Raymond James Financial
48
Raymond James Financial
Florida
$94.9M -$17.1M -70,572 -15%
NL
49
Nuveen LLC
North Carolina
$91.4M +$91.4M +377,156 New
EARNEST Partners
50
EARNEST Partners
Georgia
$88.2M -$2.37M -9,774 -3%
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