BR icon

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 %
CB
151
Commerce Bank
Missouri
$13M +$2.22M +9,163 +21%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$13M +$175K +720 +1%
Asset Management One
153
Asset Management One
Japan
$13M +$378K +1,559 +3%
US Bancorp
154
US Bancorp
Minnesota
$12.7M -$714K -2,946 -5%
AIMC
155
Alley Investment Management Company
Illinois
$12.5M +$17.5K +72 +0.1%
ACM
156
Alta Capital Management
Utah
$12.5M -$7.97M -32,891 -39%
AC
157
Addenda Capital
Quebec, Canada
$12.5M -$82.7K -340 -0.7%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$12.4M +$24K +99 +0.2%
GIA
159
GHP Investment Advisors
Colorado
$12.4M +$952K +3,925 +8%
QCM
160
Quantinno Capital Management
New York
$12M +$8.15M +33,611 +213%
PP
161
Prudential plc
United Kingdom
$11.8M -$301K -1,241 -2%
SAM
162
Southernsun Asset Management
Tennessee
$11.5M -$312K -1,285 -3%
SG
163
Sienna Gestion
France
$11.3M -$661K -2,805 -6%
ProShare Advisors
164
ProShare Advisors
Maryland
$11.3M -$1.12M -4,629 -9%
MML Investors Services
165
MML Investors Services
Massachusetts
$11.1M -$692K -2,853 -6%
Ensign Peak Advisors
166
Ensign Peak Advisors
Utah
$11.1M -$342K -1,409 -3%
SO
167
STRS Ohio
Ohio
$11M – – –
IG
168
ING Group
Netherlands
$10.9M -$1.06M -4,387 -9%
PCM
169
Prana Capital Management
Connecticut
$10.8M +$5.8M +23,926 +117%
Comerica Bank
170
Comerica Bank
Texas
$10.6M -$463K -1,908 -4%
Federated Hermes
171
Federated Hermes
Pennsylvania
$10.5M +$4.28M +17,672 +69%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$10.4M -$64.2K -264 -0.6%
MSV
173
MN Services Vermogensbeheer
Netherlands
$10.3M -$800K -3,300 -7%
TW
174
Transform Wealth
Colorado
$10.2M +$155K +636 +2%
MCM
175
Mattern Capital Management
Colorado
$10.2M -$508K -2,094 -5%
5 6
7
8 9