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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 %
SCTC
801
Sanibel Captiva Trust Company
Florida
$257K +$257K +1,059 New
CFSG
802
Clark Financial Services Group
Missouri
$256K +$256K +1,056 New
PBC
803
Pavion Blue Capital
California
$255K – – –
MFA
804
Mayflower Financial Advisors
Massachusetts
$254K +$970 +4 +0.4%
PA
805
Parallel Advisors
California
$254K -$22.8K -94 -8%
CCMG
806
Clark Capital Management Group
Pennsylvania
$254K -$242 -1 -0.1%
STA
807
Summit Trail Advisors
New York
$253K +$253K +1,039 New
LP
808
LMR Partners
United Kingdom
$252K +$252K +1,041 New
FP
809
Fiduciary Planning
Florida
$252K +$970 +4 +0.4%
USWIA
810
UP Strategic Wealth Investment Advisors
Pennsylvania
$251K +$14.5K +60 +6%
AWM
811
Aprio Wealth Management
Georgia
$251K -$2.91K -12 -1%
SWM
812
SeaCrest Wealth Management
New York
$250K -$727 -3 -0.3%
ECM
813
Evergreen Capital Management
Washington
$250K +$250K +1,027 New
SI
814
Seeds Investor
New York
$250K -$27.6K -114 -10%
AMIM
815
Aull & Monroe Investment Management
Alabama
$249K – – –
LAM
816
Longboard Asset Management
Arizona
$248K – – –
LFG
817
Larson Financial Group
Missouri
$247K +$181K +748 +275%
JCM
818
Jacobsen Capital Management
Utah
$247K -$1.46K -6 -0.6%
ACM
819
Allred Capital Management
Texas
$246K -$2.42K -10 -1%
MIM
820
Moseley Investment Management
Florida
$245K – – –
AWA
821
Arkadios Wealth Advisors
Georgia
$244K +$244K +1,008 New
PA
822
Procyon Advisors
Connecticut
$244K -$124K -511 -34%
FFS
823
Fischer Financial Services
Pennsylvania
$242K – – –
CSI
824
Cross Staff Investments
New York
$242K – – –
JE
825
JMAC Enterprises
Pennsylvania
$242K – – –
31 32
33
34 35