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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 %
PTC
676
Private Trust Company
Ohio
$390K +$17.5K +72 +5%
AIM
677
Arcadia Investment Management
Michigan
$388K – – –
SPS
678
Susquehanna Portfolio Strategies
Pennsylvania
$388K +$388K +1,600 New
WTB
679
Washington Trust Bank
Washington
$387K – – –
CP
680
CenterBook Partners
Connecticut
$387K +$387K +1,595 New
PWMG
681
Prestige Wealth Management Group
New Jersey
$385K – – –
AAP
682
Arax Advisory Partners
Colorado
$385K +$112K +463 +41%
PWMAG
683
Pinnacle Wealth Management Advisory Group
New Jersey
$382K +$3.64K +15 +1%
CAM
684
Campion Asset Management
Virginia
$379K – – –
AA
685
ALPS Advisors
Colorado
$378K -$31.5K -130 -8%
CWC
686
Carolinas Wealth Consulting
North Carolina
$377K -$243 -1 -0.1%
SVWAG
687
Sound View Wealth Advisors Group
Georgia
$375K +$727 +3 +0.2%
OF
688
Optimize Financial
California
$374K -$14.5K -60 -4%
RCAG
689
Rehmann Capital Advisory Group
Michigan
$368K +$16.3K +67 +5%
MGIA
690
Moneta Group Investment Advisors
Missouri
$368K -$18.7K -77 -5%
SPA
691
Sherbrooke Park Advisers
New York
$368K +$368K +1,516 New
WI
692
WBI Investments
New Jersey
$366K -$1.3M -5,351 -78%
SPA
693
Shore Point Advisors
New Jersey
$365K – – –
KWM
694
KFG Wealth Management
Indiana
$364K +$24K +99 +7%
AIM
695
Anchor Investment Management
South Carolina
$364K – – –
RWM
696
Ritholtz Wealth Management
New York
$363K +$1.94K +8 +0.5%
PWM
697
Perigon Wealth Management
California
$362K +$28.9K +119 +9%
IIM
698
Ipswich Investment Management
Massachusetts
$361K +$361K +1,490 New
TCM
699
Teza Capital Management
Illinois
$361K +$361K +1,487 New
CWMK
700
Caliber Wealth Management (Kansas)
Kansas
$359K +$359K +1,482 New
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