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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 %
LFA
901
LGT Financial Advisors
Texas
$52.2K
BCM
902
Blume Capital Management
California
$51.8K
ADL
903
Asset Dedication LLC
California
$51.8K
PC
904
Promus Capital
Illinois
$51.8K +$51.8K +229 New
SIC
905
Salem Investment Counselors
North Carolina
$51.1K +$34K +150 +200%
FRA
906
Front Row Advisors
California
$51.1K
BGAI
907
Bruce G. Allen Investments
Colorado
$49.5K -$452 -2 -0.9%
TC
908
Truvestments Capital
Florida
$47.9K +$226 +1 +0.5%
CW
909
Curio Wealth
Maryland
$45.2K +$45.2K +200 New
ACM
910
Anfield Capital Management
California
$44.3K
MCM
911
Manchester Capital Management
Vermont
$43.2K +$5.2K +23 +14%
CIA
912
Cape Investment Advisory
Georgia
$43.2K +$7.01K +31 +19%
FWM
913
FSA Wealth Management
Massachusetts
$41.6K
GXJ
914
Global X Japan
Japan
$40.9K +$40.9K +181 New
HBW
915
Hazlett, Burt & Watson
West Virginia
$40K
EPW
916
Evergreen Private Wealth
Colorado
$39.3K
RIL
917
Rothschild Investment LLC
Illinois
$38.4K +$226 +1 +0.6%
ST
918
Smithfield Trust
Pennsylvania
$38K
WA
919
WPG Advisers
Maryland
$38K +$38K +168 New
SCA
920
Stuart Chaussee & Associates
California
$36.9K
SC
921
Stance Capital
Massachusetts
$36.2K +$36.2K +160 New
GWP
922
Gen-Wealth Partners
Michigan
$36.2K +$36.2K +160 New
JWA
923
JFS Wealth Advisors
Pennsylvania
$35.5K
FFO
924
Fortitude Family Office
Arizona
$35.3K +$25.1K +111 +247%
SSB
925
Sandy Spring Bank
Maryland
$34.6K