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 %
JWCA
726
J.W. Cole Advisors
Florida
$333K +$83.4K +344 +33%
CAMG
727
CWA Asset Management Group
Florida
$332K +$21.1K +87 +7%
FIA
728
Foundations Investment Advisors
Arizona
$332K -$38.3K -158 -10%
AC
729
AXQ Capital
New Jersey
$332K +$332K +1,369 New
QEI
730
QSV Equity Investors
Illinois
$332K -$2.18K -9 -0.7%
AB
731
Atlas Brown
Kentucky
$329K – – –
SFG
732
Sunburst Financial Group
Alabama
$328K +$83.2K +343 +34%
SHF
733
Safe Harbor Fiduciary
Florida
$326K – – –
Arrowstreet Capital
734
Arrowstreet Capital
Massachusetts
$324K +$324K +1,337 New
AG
735
Algert Global
California
$322K +$322K +1,330 New
RMC
736
Resources Management Corp
Connecticut
$321K -$24.2K -100 -7%
EL
737
EWA LLC
Pennsylvania
$319K +$13.6K +56 +4%
SGAM
738
Smith Group Asset Management
Texas
$318K +$318K +1,310 New
AAIS
739
ABN AMRO Investment Solutions
$317K +$317K +1,306 New
PIM
740
Penobscot Investment Management
Massachusetts
$315K – – –
BBHC
741
Brown Brothers Harriman & Co
New York
$314K -$39.8K -164 -11%
FHA
742
Flagship Harbor Advisors
Massachusetts
$314K +$970 +4 +0.3%
PWPS
743
Pinnacle Wealth Planning Services
Ohio
$314K -$242 -1 -0.1%
GWSG
744
GPS Wealth Strategies Group
Colorado
$313K – – –
WTA
745
Washington Trust Advisors
Massachusetts
$312K -$48.5K -200 -13%
DC
746
Davenport & Co
Virginia
$309K -$48.5K -200 -14%
FHA
747
First Horizon Advisors
Tennessee
$309K +$19.9K +82 +7%
ACM
748
Advisors Capital Management
New Jersey
$308K -$41K -169 -12%
CPIG
749
Chicago Partners Investment Group
Illinois
$308K +$39K +165 +14%
FH
750
Financial Harvest
Florida
$308K +$308K +3,352 New
28 29
30
31 32