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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 %
ACM
1101
Aquatic Capital Management
Illinois
– -$2.39M -10,586 Closed
PAS
1102
Park Avenue Securities
New York
– -$2.29M -10,136 Closed
OQS
1103
Occudo Quantitative Strategies
Florida
– -$2.1M -9,283 Closed
LCM
1104
Laurion Capital Management
New York
– -$1.92M -8,500 Closed
MLM
1105
Mount Lucas Management
Pennsylvania
– -$1.61M -7,116 Closed
CFGS
1106
Concourse Financial Group Securities
Alabama
– -$1.3M -5,547 Closed
VEA
1107
Virtus ETF Advisers
New York
– -$1.22M -5,389 Closed
ET
1108
Entropy Technologies
New York
– -$1.04M -4,581 Closed
TWP
1109
Tyche Wealth Partners
Texas
– -$781K -3,453 Closed
Capstone Investment Advisors
1110
Capstone Investment Advisors
New York
– -$591K -2,616 Closed
GCP
1111
GSA Capital Partners
United Kingdom
– -$553K -2,447 Closed
QT
1112
Quantbot Technologies
New York
– -$514K -2,275 Closed
MWM
1113
Mindset Wealth Management
Indiana
– -$446K -1,971 Closed
AP
1114
Advisors Preferred
Maryland
– -$435K -1,919 Closed
YIH
1115
Y-Intercept (HK)
Hong Kong
– -$412K -1,824 Closed
APWM
1116
Argonautica Private Wealth Management
Massachusetts
– -$381K -1,686 Closed
CPCPP
1117
Canada Post Corporation Pension Plan
Canada
– -$362K -1,600 Closed
DTL
1118
Dynamic Technology Lab
Singapore
– -$337K -1,490 Closed
MPI
1119
Mairs & Power Inc
Minnesota
– -$305K -1,350 Closed
NPT
1120
Nixon Peabody Trust
Massachusetts
– -$290K -1,284 Closed
BAM
1121
Blueshift Asset Management
New Jersey
– -$283K -1,251 Closed
SEIA
1122
Signature Estate & Investment Advisors
California
– -$270K -1,194 Closed
SIC
1123
Samalin Investment Counsel
New York
– -$269K -1,190 Closed
KFSC
1124
Keystone Financial Services (Colorado)
Colorado
– -$268K -1,187 Closed
MWM
1125
Maridea Wealth Management
New York
– -$267K -1,179 Closed
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