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Broadridge

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
Name Holding Trade Value Shares
Change
Shares
Change %
AMM
201
American Money Management
California
$8.22M -$51.2K -211 -0.6%
ASRS
202
Arizona State Retirement System
Arizona
$8.2M -$35.6K -147 -0.4%
Allianz Asset Management
203
Allianz Asset Management
Germany
$8.19M +$2.43M +10,033 +42%
BTW
204
Boston Trust Walden
Massachusetts
$8.05M -$51.6K -213 -0.6%
IIM
205
INTECH Investment Management
Florida
$8.04M -$237K -979 -3%
Tudor Investment Corp
206
Tudor Investment Corp
Connecticut
$8.04M +$8.04M +33,159 New
MCM
207
MAI Capital Management
Ohio
$8.03M -$185K -761 -2%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$7.9M -$10.2K -42 -0.1%
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.84M +$239K +987 +3%
OBGC
210
O'Brien Greene & Co
Pennsylvania
$7.77M -$282K -1,163 -4%
SBIA
211
Sheaff Brock Investment Advisors
Indiana
$7.72M -$14.3K -59 -0.2%
SOMRS
212
State of Michigan Retirement System
Michigan
$7.7M
TC
213
TownSquare Capital
Utah
$7.69M +$584K +2,407 +8%
AAM
214
Aureus Asset Management
Massachusetts
$7.69M -$53.3K -220 -0.7%
AI
215
AdvisorShares Investments
Maryland
$7.65M -$573K -2,340 -7%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$7.59M +$736K +3,037 +11%
AI
217
Atria Investments
North Carolina
$7.54M -$166K -684 -2%
Diamond Hill Capital Management
218
Diamond Hill Capital Management
Ohio
$7.48M -$3.3M -13,593 -31%
Connor, Clark & Lunn Investment Management (CC&L)
219
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.43M -$403K -1,662 -5%
M&T Bank
220
M&T Bank
New York
$7.4M +$1.02M +4,194 +16%
PKC
221
Palmer Knight Company
Florida
$7.37M -$124K -510 -2%
IWC
222
Integrated Wealth Concepts
Massachusetts
$7.36M +$202K +832 +3%
KPWS
223
Kestra Private Wealth Services
Texas
$7.22M -$9.7K -40 -0.1%
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$7.15M +$1.29M +5,311 +22%
FAF
225
Fjarde Ap-fonden
Sweden
$7.02M +$315K +1,300 +5%