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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 %
ATPW
501
Ashton Thomas Private Wealth
Arizona
$952K -$1.46K -6 -0.2%
PCM
502
Penserra Capital Management
California
$949K +$746K +3,078 +366%
PAM
503
Panagora Asset Management
Massachusetts
$941K -$93.8K -387 -9%
DIP
504
DT Investment Partners
Pennsylvania
$938K -$97.5K -402 -9%
MWM
505
MGB Wealth Management
Texas
$936K +$25.8K +107 +3%
UBP
506
Union Bancaire Privee
Switzerland
$924K -$1.53M -6,415 -62%
AI
507
Accredited Investors
Minnesota
$921K +$55.3K +228 +6%
QC
508
Quadrature Capital
United Kingdom
$912K +$912K +3,761 New
GT
509
Glenmede Trust
Pennsylvania
$911K +$1.46K +6 +0.2%
NMIMC
510
Northwestern Mutual Investment Management Company
Wisconsin
$902K +$2.18K +9 +0.2%
CMA
511
Cedar Mountain Advisors
Oregon
$896K +$3.39K +14 +0.4%
Nomura Holdings
512
Nomura Holdings
Japan
$894K -$39K -161 -4%
Verition Fund Management
513
Verition Fund Management
Connecticut
$894K -$2.53M -10,454 -74%
MWM
514
Mission Wealth Management
California
$881K -$242 -1 -0%
FFA
515
Farther Finance Advisors
California
$867K +$19.1K +78 +2%
SWIM
516
Smallwood Wealth Investment Management
New Jersey
$867K +$2.43K +10 +0.3%
CI Investments Inc
517
CI Investments Inc
Ontario, Canada
$854K +$84.2K +347 +11%
ECAM
518
East Coast Asset Management
Massachusetts
$846K -$127K -525 -13%
Squarepoint
519
Squarepoint
New York
$844K -$1.84M -7,591 -69%
BA
520
Bridgewater Advisors
New York
$842K +$842K +3,514 New
AFG
521
ABLE Financial Group
Arizona
$840K -$14.1K -58 -2%
Bessemer Group
522
Bessemer Group
New Jersey
$840K -$934K -3,855 -53%
GWM
523
Guardian Wealth Management
Illinois
$829K -$29.1K -120 -3%
KRSITF
524
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$826K +$826K +3,405 New
JFG
525
Jefferies Financial Group
New York
$820K +$44.4K +183 +6%
19 20
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