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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 %
RWA
801
River Wealth Advisors
Pennsylvania
$227K
PCIA
802
Prime Capital Investment Advisors
Kansas
$227K +$5.65K +25 +3%
CSI
803
Cross Staff Investments
New York
$226K
JE
804
JMAC Enterprises
Pennsylvania
$226K
BPFA
805
Barnes Pettey Financial Advisors
Mississippi
$226K
FFS
806
Fischer Financial Services
Pennsylvania
$226K +$226K +1,000 New
RFN
807
RDA Financial Network
Iowa
$225K -$4.75K -21 -2%
WANY
808
Wealthspire Advisors (New York)
New York
$225K +$225K +993 New
NAS
809
Nicolet Advisory Services
Wisconsin
$224K +$10.2K +46 +5%
WF
810
Wayfinding Financial
Washington
$223K +$223K +985 New
CCA
811
Cadent Capital Advisors
Oklahoma
$221K
GVAG
812
Great Valley Advisor Group
Delaware
$221K +$5.87K +26 +3%
USWIA
813
UP Strategic Wealth Investment Advisors
Pennsylvania
$220K -$14K -62 -6%
CT
814
Colonial Trust
South Carolina
$219K +$4.3K +19 +2%
PP
815
PDS Planning
Ohio
$218K +$218K +966 New
FW
816
FullCircle Wealth
Texas
$218K +$218K +897 New
RCM
817
Raleigh Capital Management
North Carolina
$218K +$214K +945 +5,250%
GA
818
Goldstein Advisors
Wisconsin
$217K -$226 -1 -0.1%
SPC
819
Sigma Planning Corp
Michigan
$216K +$216K +957 New
SF
820
Symphony Financial
Texas
$216K +$216K +923 New
ML
821
McAdam LLC
Pennsylvania
$215K +$215K +951 New
AIM
822
Advyzon Investment Management
Illinois
$214K +$214K +946 New
BTI
823
Blue Trust Inc
Georgia
$214K -$181K -802 -46%
CRC
824
Curi RMB Capital
Illinois
$213K -$54.5K -241 -20%
PCS
825
Personal CFO Solutions
New Jersey
$213K -$36.6K -162 -15%