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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 %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$27.1M +$3.96M +16,339 +17%
Royal London Asset Management
102
Royal London Asset Management
United Kingdom
$26.2M +$1.36M +5,613 +5%
BNP Paribas Asset Management
103
BNP Paribas Asset Management
France
$25.1M +$982K +4,049 +4%
ACA
104
Aptus Capital Advisors
Alabama
$25M +$1.66M +6,833 +7%
DP
105
Dearborn Partners
Illinois
$24.9M -$6.47M -26,665 -21%
WDA
106
Wendell David Associates
New Hampshire
$24.8M -$625K -2,578 -2%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$24.3M +$7.99M +32,969 +49%
MFWM
108
Motley Fool Wealth Management
Virginia
$23.8M -$2.75M -11,354 -10%
Voloridge Investment Management
109
Voloridge Investment Management
Florida
$23.5M +$17.4M +71,904 +285%
CCM
110
Copeland Capital Management
Pennsylvania
$23M -$16M -65,946 -41%
GCM
111
Geneva Capital Management
Wisconsin
$22.9M -$565K -2,329 -2%
Man Group
112
Man Group
United Kingdom
$22.7M -$1.59M -6,576 -7%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$22.6M +$1.88M +7,754 +9%
Truist Financial
114
Truist Financial
North Carolina
$22.3M +$4.81M +19,854 +27%
Axa
115
Axa
France
$21.9M +$5.01M +20,673 +30%
SFI
116
Susquehanna Fundamental Investments
Pennsylvania
$21.5M +$10.2M +42,066 +90%
New York State Teachers Retirement System (NYSTRS)
117
New York State Teachers Retirement System (NYSTRS)
New York
$21.3M -$411K -1,696 -2%
WPI
118
Walter Public Investments
Canada
$21.1M +$3.05M +12,569 +17%
CAM
119
Congress Asset Management
Massachusetts
$20.1M -$201K -831 -1%
CWM
120
Congress Wealth Management
Massachusetts
$20M +$1.27M +5,228 +7%
NC
121
Nicholas Company
Wisconsin
$19.8M -$2.24M -9,221 -10%
New York State Common Retirement Fund
122
New York State Common Retirement Fund
New York
$19.7M +$1.04M +4,270 +6%
Korea Investment Corp
123
Korea Investment Corp
South Korea
$19.4M -$2.05M -8,467 -10%
Credit Agricole
124
Credit Agricole
France
$19.2M -$4.68M -19,312 -20%
Victory Capital Management
125
Victory Capital Management
Texas
$18.3M +$6.51M +26,844 +55%
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