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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.57B +$106M +438,381 +3%
BlackRock
2
BlackRock
New York
$2.56B +$5.31M +21,911 +0.2%
State Street
3
State Street
Massachusetts
$1.36B +$17.9M +73,632 +1%
Morgan Stanley
4
Morgan Stanley
New York
$1.23B -$16.1M -66,455 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$863M +$44.4K +183 +0%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$763M +$28.7M +118,840 +4%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$733M -$22.7M -95,672 -3%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$544M -$61.4M -253,421 -10%
Barclays
9
Barclays
United Kingdom
$468M +$68.5M +282,427 +17%
Mitsubishi UFJ Asset Management
10
Mitsubishi UFJ Asset Management
Japan
$410M +$9.66M +39,846 +2%
Stifel Financial
11
Stifel Financial
Missouri
$382M -$9.72M -40,093 -2%
Northern Trust
12
Northern Trust
Illinois
$381M -$7.63M -31,456 -2%
Capital International Investors
13
Capital International Investors
California
$371M -$97.1M -400,451 -21%
APG Asset Management
14
APG Asset Management
Netherlands
$365M -$10.1M -45,017 -3%
Invesco
15
Invesco
Georgia
$347M -$7.42M -30,592 -2%
JIM
16
Jensen Investment Management
Oregon
$336M -$57.1M -235,570 -15%
Wells Fargo
17
Wells Fargo
California
$289M -$1.57M -6,479 -0.5%
BG
18
Bahl & Gaynor
Ohio
$283M +$9.34M +38,527 +3%
MIM
19
Meridiem Investment Management
United Kingdom
$272M +$13.3M +54,669 +5%
Legal & General Group
20
Legal & General Group
United Kingdom
$264M +$33.9M +139,990 +15%
UBS AM
21
UBS AM
Illinois
$261M +$8.16M +33,635 +3%
Ameriprise
22
Ameriprise
Minnesota
$252M +$214M +883,125 +578%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$240M +$4.46M +18,388 +2%
Fayez Sarofim & Co
24
Fayez Sarofim & Co
Texas
$216M -$853K -3,517 -0.4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$211M -$6.47M -26,667 -3%
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