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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 %
OAJ
926
Ogorek Anthony Joseph
New York
$34K
TWD
927
True Wealth Design
Ohio
$33.9K +$226 +1 +0.7%
MDA
928
Minot DeBlois Advisors
Massachusetts
$33.9K +$33.9K +150 New
CPBTD
929
Central Pacific Bank - Trust Division
Hawaii
$28.9K -$21.7K -96 -43%
BWL
930
Bogart Wealth LLC
Virginia
$27.3K
MFA
931
McClarren Financial Advisors
Pennsylvania
$27K
CFO
932
CVA Family Office
Colorado
$26.7K +$8.59K +38 +48%
VWA
933
Valued Wealth Advisors
Utah
$26.6K
Lazard Asset Management
934
Lazard Asset Management
New York
$25K +$670 +3 +3%
OC
935
Oakworth Capital
Alabama
$24.6K
SL
936
Salomon & Ludwin
Virginia
$24.2K
HWM
937
Hemington Wealth Management
Virginia
$24K +$5.78K +26 +32%
CT
938
Clearstead Trust
Maine
$24K
WWM
939
Wolff Wiese Magana
California
$22.6K
SIS
940
Sound Income Strategies
Florida
$22.6K +$22.6K +100 New
FWA
941
Flagship Wealth Advisors
Massachusetts
$22.6K +$22.6K +100 New
API
942
Asset Planning Inc
California
$22.4K +$22.4K +99 New
CSB
943
City State Bank
Iowa
$21.7K +$17K +75 +357%
CA
944
Continuum Advisory
Idaho
$21.5K -$452 -2 -2%
AWM
945
Atticus Wealth Management
Florida
$20.3K
RS
946
R Squared
Hong Kong
$20.3K +$20.3K +90 New
CAL
947
Capital Analysts LLC
Pennsylvania
$20K
CA
948
Centerpoint Advisors
Massachusetts
$20K
MAM
949
Meeder Asset Management
Ohio
$18.8K -$9.38M -41,500 -100%
SS
950
Sunbelt Securities
Texas
$18.5K