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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 %
SCM
701
Stonehearth Capital Management
Massachusetts
$359K – – –
CG
702
Cynosure Group
Utah
$358K +$15.8K +65 +5%
CI
703
CX Institutional
Indiana
$357K +$727 +3 +0.2%
MWM
704
MBE Wealth Management
Wisconsin
$357K +$357K +1,471 New
QWP
705
Quotient Wealth Partners
Texas
$356K -$14.8K -61 -4%
DAS
706
Dynamic Advisor Solutions
Arizona
$356K -$5.34K -22 -1%
FPAS
707
Focus Partners Advisor Solutions
Missouri
$354K +$77.8K +321 +28%
RCM
708
Radnor Capital Management
Pennsylvania
$353K – – –
TIA
709
Traphagen Investment Advisors
New Jersey
$350K +$28.4K +117 +9%
RBI
710
Raiffeisen Bank International
Austria
$349K +$349K +1,470 New
RT
711
Rockland Trust
Massachusetts
$348K -$19.4K -80 -5%
GC
712
Gilbert & Cook
Iowa
$347K +$12.9K +53 +4%
MOS
713
MGO One Seven
Ohio
$346K +$43.6K +180 +14%
TSS
714
Two Sigma Securities
New York
$345K +$345K +1,424 New
TWC
715
TD Waterhouse Canada
Ontario, Canada
$344K -$9.3K -38 -3%
WA
716
Wambolt & Associates
Colorado
$344K -$29.4K -120 -8%
LSIA
717
LaSalle St. Investment Advisors
Illinois
$342K +$342K +1,412 New
BFM
718
Boothbay Fund Management
New York
$342K -$128K -528 -27%
AC
719
Apella Capital
Connecticut
$341K +$5.81K +25 +2%
MPM
720
MBB Public Markets
Illinois
$340K +$340K +1,401 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
721
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$338K +$338K +1,395 New
AF
722
Allworth Financial
California
$338K +$9.76K +41 +3%
GC
723
Guggenheim Capital
Illinois
$337K -$122K -505 -27%
DE
724
Diversified Enterprises
Delaware
$334K +$334K +1,378 New
AIP
725
Ameritas Investment Partners
Nebraska
$334K -$16K -66 -5%
27 28
29
30 31