BR icon

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 %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$82.1M +$1.27M +5,240 +2%
Swiss National Bank
52
Swiss National Bank
Switzerland
$79.9M -$97K -400 -0.1%
Citadel Advisors
53
Citadel Advisors
Florida
$78.6M +$40.7M +167,901 +108%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$77.7M -$3.18M -13,104 -4%
FAM
55
Fenimore Asset Management
New York
$76.2M +$386K +1,594 +0.5%
LPL Financial
56
LPL Financial
California
$73.5M +$5.74M +23,668 +8%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$72M +$7.24M +29,862 +11%
Ninety One (UK)
58
Ninety One (UK)
United Kingdom
$66.2M -$3.46M -14,262 -5%
Luther King Capital Management (LKCM)
59
Luther King Capital Management (LKCM)
Texas
$64.3M +$2.28M +9,391 +4%
JCM
60
Junto Capital Management
New York
$64.1M +$24.3M +100,067 +61%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$63.5M +$4.14M +17,060 +7%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$63.2M -$318K -1,310 -0.5%
LWCFA
63
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61.8M -$1.3M -5,504 -2%
American Century Companies
64
American Century Companies
Missouri
$61.2M -$188K -777 -0.3%
SIC
65
Schwartz Investment Counsel
Michigan
$60M – – –
First Trust Advisors
66
First Trust Advisors
Illinois
$59.9M +$1.57M +6,479 +3%
Assenagon Asset Management
67
Assenagon Asset Management
Luxembourg
$59.3M +$49.6M +204,375 +507%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$56M -$3.47M -14,324 -6%
GKIM
69
GW&K Investment Management
Massachusetts
$54M +$120K +496 +0.2%
AQR Capital Management
70
AQR Capital Management
Connecticut
$50.5M -$19.7M -82,339 -28%
BMSSC
71
B. Metzler seel. Sohn & Co
Germany
$50.3M +$1.68M +6,936 +3%
LCOV
72
London Company of Virginia
Virginia
$46.5M -$14M -57,763 -23%
ACA
73
Anchor Capital Advisors
Massachusetts
$43.7M -$1.88M -7,766 -4%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$43.5M +$13.7M +56,467 +46%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$43.4M -$453K -1,867 -1%
1 2
3
4 5