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Broadridge

1,039 hedge funds and large institutions have $24.9B invested in Broadridge in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 336 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+39
Holders Change %
+3.9%
% of All Funds
13.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
130
Increased
387
Reduced
336
Closed
77
Calls
$11.3M
Puts
$5.06M
Net Calls
+$6.19M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
601
Heritage Wealth Advisors
Virginia
$483K +$452 +2 +0.1%
NP
602
NorthRock Partners
Minnesota
$480K +$13.4K +59 +3%
MMPW
603
Mitchell McLeod Pugh & Williams
Alabama
$466K -$251K -1,110 -35%
EA
604
Everpar Advisors
Oklahoma
$465K +$226 +1 +0%
AIA
605
AssuredPartners Investment Advisors
Florida
$465K +$465K +2,056 New
SHFP
606
Second Half Financial Partners
Florida
$464K +$464K +2,052 New
BIM
607
Bridges Investment Management
Nebraska
$464K -$678 -3 -0.1%
VT
608
Vise Technologies
New York
$463K +$463K +2,050 New
SWM
609
Spire Wealth Management
Virginia
$462K
RAM
610
Redmond Asset Management
Virginia
$460K +$460K +2,033 New
TFS
611
Thoroughbred Financial Services
Tennessee
$459K -$4.07K -18 -0.9%
JF
612
Jump Financial
Illinois
$457K -$73.5K -325 -14%
UW
613
Unique Wealth
Florida
$454K +$91.3K +404 +25%
EBA
614
Eagle Bay Advisors
New York
$452K +$76.7K +338 +20%
MA
615
Mutual Advisors
Nebraska
$448K +$47.1K +204 +12%
EWM
616
Empirical Wealth Management
Washington
$448K +$25.5K +113 +6%
PWG
617
Portside Wealth Group
Utah
$447K +$28.3K +125 +7%
CCM
618
Crew Capital Management
Ohio
$446K -$473K -2,092 -51%
MWM
619
Mindset Wealth Management
Indiana
$446K +$12.2K +54 +3%
WPC
620
Wedmont Private Capital
Pennsylvania
$444K +$75.1K +339 +20%
CW
621
CreativeOne Wealth
Kansas
$443K +$92.7K +410 +26%
MG
622
Mather Group
Illinois
$440K -$77.8K -344 -15%
T
623
TOBAM
France
$439K +$80.7K +357 +23%
TA
624
Tectonic Advisors
Texas
$438K +$22.2K +98 +5%
AWM
625
Aberdeen Wealth Management
Illinois
$438K -$29.4K -130 -6%