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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 %
RAM
1076
Riggs Asset Management
Pennsylvania
$970 – – –
WW
1077
Winnow Wealth
Texas
$756 +$189 +1 +33%
BHWM
1078
Bay Harbor Wealth Management
Maryland
$730 +$730 +3 New
PWM
1079
Parkworth Wealth Management
California
$727 – – –
CAWM
1080
Capital A Wealth Management
Pennsylvania
$727 – – –
PEAK6
1081
PEAK6
Illinois
$608 +$608 +3 New
T
1082
Transce3nd
Texas
$485 – – –
NL
1083
NVWM LLC
Pennsylvania
$485 +$243 +1 +100%
HIA
1084
HFM Investment Advisors
New Jersey
$485 +$485 +2 New
CIAS
1085
CBIZ Investment Advisory Services
Ohio
$485 +$485 +2 New
HWP
1086
Highline Wealth Partners
California
$485 +$485 +2 New
RWM
1087
Rialto Wealth Management
New York
$485 +$485 +2 New
PWA
1088
Principia Wealth Advisory
Texas
$465 – – –
MSWM
1089
Mowery & Schoenfeld Wealth Management
Illinois
$243 – – –
ACA
1090
American Capital Advisory
Idaho
$243 +$243 +1 New
AA
1091
Ancora Advisors
Ohio
$242 – – –
GP
1092
Greenline Partners
New York
$242 +$242 +1 New
SFG
1093
Stonebridge Financial Group
Pennsylvania
$242 +$242 +1 New
Norges Bank
1094
Norges Bank
Norway
– -$107M -472,839 Closed
Marshall Wace
1095
Marshall Wace
United Kingdom
– -$20.1M -89,036 Closed
FHB
1096
First Hawaiian Bank
Hawaii
– -$4.61M -20,369 Closed
ECM
1097
ExodusPoint Capital Management
New York
– -$4.4M -19,479 Closed
PFM
1098
Patton Fund Management
Texas
– -$4.06M -17,941 Closed
AFA
1099
Abacus FCF Advisors
Florida
– -$4.01M -17,741 Closed
Holocene Advisors
1100
Holocene Advisors
New York
– -$3.45M -15,245 Closed
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