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Broadridge
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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 %
WANY
826
Wealthspire Advisors (New York)
New York
$242K +$1.7K +7 +0.7%
RFN
827
RDA Financial Network
Iowa
$241K -$242 -1 -0.1%
SC
828
Syon Capital
California
$241K +$241K +993 New
FW
829
FullCircle Wealth
Texas
$240K +$27.3K +115 +13%
CCP
830
Cushing Capital Partners
Wisconsin
$240K -$833K -3,425 -78%
HFM
831
Harvest Fund Management
China
$238K +$157K +647 +193%
AWM
832
Accurate Wealth Management
Florida
$237K +$237K +1,024 New
CCA
833
Cadent Capital Advisors
Oklahoma
$237K – – –
PP
834
PDS Planning
Ohio
$235K +$485 +2 +0.2%
WF
835
Wayfinding Financial
Washington
$234K -$5.1K -21 -2%
SB
836
Strategic Blueprint
Georgia
$234K -$83.7K -345 -26%
CT
837
Colonial Trust
South Carolina
$232K -$2.67K -11 -1%
SQA
838
Simon Quick Advisors
New Jersey
$231K +$231K +953 New
BF
839
Brogan Financial
Tennessee
$231K +$6.79K +28 +3%
BWM
840
Baron Wealth Management
Michigan
$229K +$229K +945 New
GVAG
841
Great Valley Advisor Group
Delaware
$229K -$8.25K -34 -3%
PP
842
Patron Partners
Texas
$229K -$16.2K -67 -7%
SLG
843
Stanley-Laman Group
Pennsylvania
$227K +$227K +938 New
NAS
844
Nicolet Advisory Services
Wisconsin
$227K -$3.65K -16 -2%
FFA
845
Fragasso Financial Advisors
Pennsylvania
$227K +$3.15K +13 +1%
RWA
846
River Wealth Advisors
Pennsylvania
$227K -$17K -70 -7%
IC
847
Inscription Capital
Texas
$225K +$225K +1,100 New
SCM
848
Sterling Capital Management
North Carolina
$225K -$341K -1,407 -60%
UB
849
UMB Bank
Missouri
$225K -$41.5K -171 -16%
SPC
850
Sigma Planning Corp
Michigan
$223K -$9.46K -39 -4%
32 33
34
35 36