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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 %
BGAI
951
Bruce G. Allen Investments
Colorado
$52.9K -$242 -1 -0.5%
TC
952
Truvestments Capital
Florida
$51.6K +$242 +1 +0.5%
ACM
953
Anfield Capital Management
California
$47.5K – – –
FWM
954
FSA Wealth Management
Massachusetts
$46.4K +$1.7K +7 +4%
CW
955
Curio Wealth
Maryland
$45.2K -$9M -199 -100%
RIL
956
Rothschild Investment LLC
Illinois
$44.4K +$3.15K +13 +8%
TWD
957
True Wealth Design
Ohio
$43.4K +$7.03K +29 +19%
VBA
958
von Borstel & Associates
Oregon
$43K +$43K +177 New
EPW
959
Evergreen Private Wealth
Colorado
$42.2K – – –
HBW
960
Hazlett, Burt & Watson
West Virginia
$42K – – –
CIA
961
Cape Investment Advisory
Georgia
$41.2K -$5.09K -21 -11%
ST
962
Smithfield Trust
Pennsylvania
$41K – – –
SSB
963
Sandy Spring Bank
Maryland
$40.2K +$3.15K +13 +8%
CPBTD
964
Central Pacific Bank - Trust Division
Hawaii
$39.8K +$8.73K +36 +28%
MCM
965
Manchester Capital Management
Vermont
$39.5K -$6.79K -28 -15%
SCA
966
Stuart Chaussee & Associates
California
$39.5K – – –
JWA
967
JFS Wealth Advisors
Pennsylvania
$37.8K -$242 -1 -0.6%
FFO
968
Fortitude Family Office
Arizona
$37.8K – – –
PWA
969
Physician Wealth Advisors
Utah
$37.6K -$18.7K -77 -33%
TFIPS
970
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.6K +$20.6K +85 +121%
OAJ
971
Ogorek Anthony Joseph
New York
$37K +$712 +3 +2%
MDA
972
Minot DeBlois Advisors
Massachusetts
$36.4K – – –
Walleye Trading
973
Walleye Trading
New York
$36.1K +$36.1K +149 New
FNWM
974
Financial Network Wealth Management
Utah
$36K +$36K +148 New
CFO
975
CVA Family Office
Colorado
$35.2K +$6.55K +27 +23%
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