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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 %
MC
476
Montag & Caldwell
Georgia
$1.15M – – –
MFG
477
Menard Financial Group
Texas
$1.1M +$149K +639 +16%
TIAA Trust, National Association
478
TIAA Trust, National Association
North Carolina
$1.09M -$86.1K -355 -7%
CII
479
Capital International Inc
California
$1.08M -$3.29M -13,551 -75%
LA
480
LVW Advisors
New York
$1.06M +$97.2K +401 +10%
CL
481
Choreo LLC
Illinois
$1.05M -$122K -503 -10%
EAM
482
Eukles Asset Management
Ohio
$1.04M +$149K +614 +17%
NW
483
NewEdge Wealth
Pennsylvania
$1.03M -$33K -136 -3%
PI
484
PFG Investments
New York
$1.03M +$485 +2 +0%
OAC
485
OMERS Administration Corp
Ontario, Canada
$1.02M -$169K -699 -14%
HH
486
Hilltop Holdings
Texas
$1.01M -$100K -414 -9%
DWM
487
Dakota Wealth Management
Florida
$1.01M +$1.01M +4,150 New
QCG
488
Quadrant Capital Group
Ohio
$1M +$188K +776 +23%
KFA
489
Kelleher Financial Advisors
New York
$993K +$19.6K +81 +2%
Jones Financial Companies
490
Jones Financial Companies
Missouri
$992K +$195K +819 +24%
GI
491
GAMMA Investing
California
$990K +$218K +901 +28%
JSSH
492
J. Safra Sarasin Holding
$981K -$171K -706 -15%
EF
493
Empirical Finance
Pennsylvania
$979K +$29.1K +120 +3%
BFO
494
Biltmore Family Office
North Carolina
$977K – – –
BO
495
Bank OZK
Arkansas
$970K – – –
MWM
496
MorganRosel Wealth Management
Colorado
$970K +$146K +602 +18%
OC
497
Oppenheimer & Co
New York
$966K +$26.4K +109 +3%
EF
498
Empowered Funds
Pennsylvania
$959K +$281K +1,160 +41%
TMAM
499
Tokio Marine Asset Management
Japan
$955K +$120K +494 +14%
CBA
500
Coastal Bridge Advisors
Connecticut
$953K +$953K +3,929 New
18 19
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