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Broadridge
BR

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 %
DWT
601
Dorsey & Whitney Trust
South Dakota
$535K -$164K -675 -23%
SFS
602
Sowell Financial Services
Arkansas
$529K +$529K +2,180 New
AIA
603
AssuredPartners Investment Advisors
Florida
$527K +$28.4K +117 +6%
PWG
604
Portside Wealth Group
Utah
$527K +$47.5K +196 +10%
CPA
605
Court Place Advisors
Maryland
$526K -$1.46K -6 -0.3%
BHCM
606
Brevan Howard Capital Management
Jersey
$526K +$226K +933 +76%
PFGIA
607
Patriot Financial Group Insurance Agency
Massachusetts
$517K -$12.9K -53 -2%
HWA
608
Heritage Wealth Advisors
Virginia
$516K -$1.94K -8 -0.4%
MM
609
MQS Management
New York
$515K +$515K +2,125 New
RB
610
Renasant Bank
Mississippi
$513K +$135K +557 +36%
EGM
611
Engineers Gate Manager
New York
$506K -$315K -1,298 -38%
SWM
612
Spire Wealth Management
Virginia
$504K +$8.24K +34 +2%
MSA
613
MUFG Securities Americas
New York
$502K +$83.6K +345 +20%
T
614
TOBAM
France
$500K +$29.3K +121 +6%
VFA
615
Voya Financial Advisors
Connecticut
$500K -$30.9K -130 -6%
SHFP
616
Second Half Financial Partners
Florida
$497K -$485 -2 -0.1%
MMPW
617
Mitchell McLeod Pugh & Williams
Alabama
$494K -$6.06K -25 -1%
HNB
618
Huntington National Bank
Ohio
$492K -$37.1K -153 -7%
GAM
619
Groupama Asset Management
France
$491K +$491K +2,066 New
CCM
620
Crew Capital Management
Ohio
$490K +$11.6K +48 +2%
RAM
621
Redmond Asset Management
Virginia
$489K -$4.12K -17 -0.8%
TFS
622
Thoroughbred Financial Services
Tennessee
$486K -$5.57K -23 -1%
FHC
623
First Heartland Consultants
Missouri
$482K +$23.8K +98 +5%
WIA
624
World Investment Advisors
California
$473K +$473K +1,950 New
TPI
625
Trust Point Inc
Wisconsin
$470K +$19.6K +81 +4%
23 24
25
26 27