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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 %
SFA
776
Sequoia Financial Advisors
Ohio
$279K +$24.5K +101 +10%
NPFS
777
Novak & Powell Financial Services
Florida
$279K – – –
AWS
778
Atria Wealth Solutions
New York
$279K -$27.3K -112 -9%
SI
779
Stephens Inc
Arkansas
$279K – – –
HDIM
780
Hanson & Doremus Investment Management
Vermont
$279K – – –
AC
781
Avestar Capital
New York
$277K -$36.5K -150 -12%
CC
782
Courier Capital
New York
$276K – – –
PNC
783
Park National Corp
Ohio
$274K – – –
BWA
784
Bestgate Wealth Advisors
Maryland
$273K – – –
CGL
785
Clarius Group LLC
Washington
$272K -$5.09K -21 -2%
DFA
786
Davies Financial Advisors
California
$271K – – –
KFI
787
Key Financial Inc
Pennsylvania
$271K – – –
HCM
788
Hudson Capital Management
New Jersey
$268K +$970 +4 +0.4%
Two Sigma Advisers
789
Two Sigma Advisers
New York
$267K -$121K -500 -31%
TBT
790
Texas Bank & Trust
Texas
$267K – – –
BTI
791
Blue Trust Inc
Georgia
$266K +$36.6K +151 +16%
CA
792
Claro Advisors
Massachusetts
$266K -$9.22K -38 -3%
CICI
793
Capital Investment Counsel Inc
North Carolina
$261K – – –
SWM
794
Seaside Wealth Management
California
$260K -$19.6K -81 -7%
APA
795
Astoria Portfolio Advisors
New York
$260K +$9.21K +39 +4%
FAFN
796
First Affirmative Financial Network
Colorado
$260K -$55.5K -229 -18%
EH
797
Equitable Holdings
New York
$260K +$260K +1,071 New
SWP
798
Sagespring Wealth Partners
Tennessee
$259K +$31.5K +130 +14%
VIM
799
Vinva Investment Management
Australia
$258K -$416K -1,753 -62%
First Manhattan
800
First Manhattan
New York
$257K -$6.57K -27 -2%
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