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 %
CA
926
Clearstead Advisors
Ohio
$84.1K -$69.8K -288 -45%
CT
927
Clearstead Trust
Maine
$83.9K +$58.2K +240 +226%
FPB
928
First PREMIER Bank
South Dakota
$80K – – –
SS
929
SBI Securities
Japan
$78.1K -$6.3K -26 -7%
MSWA
930
Marshall & Sterling Wealth Advisors
New York
$75.4K +$11.6K +48 +18%
HPC
931
HM Payson & Co
Maine
$75.2K – – –
SIM
932
Sentry Investment Management
Wisconsin
$75K -$22.3K -101 -23%
MA
933
Montag & Associates
Georgia
$73K – – –
KTC
934
Kentucky Trust Company
Kentucky
$72.7K – – –
RBC
935
Roble Belko & Company
Pennsylvania
$72K – – –
MCM
936
MV Capital Management
Maryland
$71.3K – – –
OIAM
937
OFI Invest Asset Management
France
$70.9K +$70.9K +316 New
RA
938
Ransom Advisory
Rhode Island
$67.6K +$67.6K +279 New
BF
939
BOK Financial
Oklahoma
$64.3K -$10.9K -45 -15%
HWM
940
HighMark Wealth Management
Minnesota
$62.4K +$243 +1 +0.4%
TCOV
941
Trust Company of Vermont
Vermont
$61.8K -$145K -600 -70%
GM
942
GeoWealth Management
Illinois
$61.1K -$38.3K -158 -39%
PSB
943
Piscataqua Savings Bank
New Hampshire
$57K – – –
ADL
944
Asset Dedication LLC
California
$55.5K – – –
BCM
945
Blume Capital Management
California
$55.5K – – –
PC
946
Promus Capital
Illinois
$55.5K – – –
ABWM
947
Alpine Bank Wealth Management
Colorado
$55.5K +$55.5K +229 New
SIC
948
Salem Investment Counselors
North Carolina
$54.8K – – –
FRA
949
Front Row Advisors
California
$54.8K – – –
GXJ
950
Global X Japan
Japan
$53.3K +$9.46K +39 +22%
36 37
38
39 40