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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 %
GM
876
GeoWealth Management
Illinois
$92.7K +$25.5K +113 +38%
AF
877
Advisornet Financial
Minnesota
$91.3K -$4.3K -19 -4%
CAL
878
Capital Advisors Ltd
Ohio
$89K
FCAS
879
First Command Advisory Services
Texas
$88.2K
MWM
880
Mascoma Wealth Management
New Hampshire
$82.7K
PB
881
Pinnacle Bancorp
Nebraska
$80K
HIA
882
Harbor Investment Advisory
Maryland
$79.1K
SS
883
SBI Securities
Japan
$78.7K +$78.7K +348 New
CH
884
Cromwell Holdings
Wyoming
$77.9K
HFM
885
Harvest Fund Management
China
$76K
FPB
886
First PREMIER Bank
South Dakota
$75K
HPC
887
HM Payson & Co
Maine
$70.1K -$226 -1 -0.3%
BF
888
BOK Financial
Oklahoma
$68.7K
MA
889
Montag & Associates
Georgia
$68.1K
IIM
890
Intact Investment Management
Quebec, Canada
$67.8K +$67.8K +300 New
KTC
891
Kentucky Trust Company
Kentucky
$67.8K +$67.8K +300 New
RBC
892
Roble Belko & Company
Pennsylvania
$67K
MCM
893
MV Capital Management
Maryland
$66.5K -$452 -2 -0.7%
LFG
894
Larson Financial Group
Missouri
$61.5K +$33.9K +150 +123%
MSWA
895
Marshall & Sterling Wealth Advisors
New York
$59.5K +$59.5K +263 New
FNWA
896
Financial Network Wealth Advisors
Utah
$59K -$48.4K -214 -45%
HWM
897
HighMark Wealth Management
Minnesota
$57.9K +$226 +1 +0.4%
AWM
898
Avior Wealth Management
Nebraska
$55.4K +$6.1K +27 +12%
PSB
899
Piscataqua Savings Bank
New Hampshire
$53.1K
PWA
900
Physician Wealth Advisors
Utah
$52.5K +$52.5K +232 New