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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 %
IGAM
851
iA Global Asset Management
Quebec, Canada
$222K +$222K +916 New
TFA
852
Trinity Financial Advisors
Ohio
$222K +$240 +1 +0.1%
AIM
853
Advyzon Investment Management
Illinois
$222K -$7.51K -31 -3%
UFF
854
USA Financial Formulas
Michigan
$220K +$220K +908 New
PCS
855
Personal CFO Solutions
New Jersey
$220K -$8K -33 -4%
DT
856
Diversified Trust
Tennessee
$219K +$219K +902 New
RCM
857
Raleigh Capital Management
North Carolina
$218K -$15.3K -63 -7%
NAM
858
NTV Asset Management
West Virginia
$218K – – –
DADC
859
D.A. Davidson & Co
Montana
$217K +$217K +896 New
WCA
860
Westover Capital Advisors
Delaware
$217K -$9.7K -40 -4%
CAG
861
Crestwood Advisors Group
Massachusetts
$217K -$4.12K -17 -2%
FPCP
862
Fort Point Capital Partners
California
$217K +$1.94K +8 +0.9%
IWM
863
IHT Wealth Management
Illinois
$215K +$215K +888 New
ACM
864
Aster Capital Management
United Arab Emirates
$215K +$215K +892 New
AA
865
Advisory Alpha
Michigan
$214K +$214K +884 New
EDRH
866
Edmond de Rothschild Holding
Switzerland
$214K – – –
ML
867
McAdam LLC
Pennsylvania
$214K -$17K -70 -7%
PFG
868
PAX Financial Group
Texas
$213K +$213K +877 New
VCM
869
Versant Capital Management
Arizona
$212K +$212K +875 New
HCMG
870
Howard Capital Management Group
California
$212K +$212K +875 New
MYIA
871
Mount Yale Investment Advisors
Colorado
$210K -$121K -498 -37%
PCG
872
Prosperity Consulting Group
Maryland
$209K +$209K +863 New
WAG
873
Wallace Advisory Group
California
$209K +$209K +924 New
EFSCE
874
Enterprise Financial Services Corp (EFSC)
Missouri
$209K +$209K +861 New
VAG
875
VisionPoint Advisory Group
Texas
$209K +$2.43K +10 +1%
33 34
35
36 37