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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 %
PWP
1126
Phillips Wealth Planners
Mississippi
– -$254K -1,147 Closed
GSEP
1127
Golden State Equity Partners
California
– -$250K -1,105 Closed
GA
1128
Goldstein Advisors
Wisconsin
– -$217K -962 Closed
SF
1129
Symphony Financial
Texas
– -$216K -923 Closed
FA
1130
Fedenia Advisers
Wisconsin
– -$146K -645 Closed
OC
1131
Oarsman Capital
Wisconsin
– -$136K -600 Closed
CP
1132
Canopy Partners
Ohio
– -$93.8K -415 Closed
IIM
1133
Intact Investment Management
Quebec, Canada
– -$67.8K -300 Closed
AWM
1134
Avior Wealth Management
Nebraska
– -$55.4K -245 Closed
SC
1135
Stance Capital
Massachusetts
– -$36.2K -160 Closed
SIS
1136
Sound Income Strategies
Florida
– -$22.6K -100 Closed
FFA
1137
Fairfield Financial Advisors
Massachusetts
– -$18.1K -80 Closed
PIS
1138
POM Investment Strategies
North Carolina
– -$8.14K -36 Closed
FFC
1139
First Financial Corp
Indiana
– -$6.78K -30 Closed
CAS
1140
Coppell Advisory Solutions
Texas
– -$5.07K -22 Closed
CMBA
1141
C.M. Bidwell & Associates
Hawaii
– -$4.07K -18 Closed
HT
1142
Headlands Technologies
Illinois
– -$3.17K -14 Closed
NWWA
1143
New Wave Wealth Advisors
Arkansas
– -$2.04K -9 Closed
TPW
1144
Talon Private Wealth
Florida
– -$1.81K -8 Closed
RTC
1145
Riverview Trust Company
Washington
– -$904 -4 Closed
SMAM
1146
Sugar Maple Asset Management
Wisconsin
– -$452 -2 Closed
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