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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 %
Q1WB
1001
Quest 10 Wealth Builders
Virginia
$4.52K +$4.52K +20 New
ME
1002
McIlrath & Eck
Washington
$4.07K
CMBA
1003
C.M. Bidwell & Associates
Hawaii
$4.07K
AWM
1004
Abound Wealth Management
Tennessee
$4.07K
DPW
1005
DiNuzzo Private Wealth
Pennsylvania
$3.84K
GCM
1006
Gables Capital Management
Florida
$3.84K
LI
1007
LRI Investments
Florida
$3.62K
SIC
1008
SJS Investment Consulting
Ohio
$3.17K -$678 -3 -18%
HT
1009
Headlands Technologies
Illinois
$3.17K -$20.8K -92 -87%
AW
1010
Avion Wealth
Texas
$3K +$600 +3 +25%
JGIA
1011
Jackson Grant Investment Advisers
Connecticut
$2.94K
RTL
1012
Red Tortoise LLC
Georgia
$2.71K
AA
1013
Addison Advisors
Vermont
$2.49K -$678 -3 -21%
SWA
1014
SOA Wealth Advisors
New York
$2.49K
TAM
1015
Tucker Asset Management
Colorado
$2.49K
MTIC
1016
Missouri Trust & Investment Company
Missouri
$2.49K +$2.49K +11 New
NWWA
1017
New Wave Wealth Advisors
Arkansas
$2.04K +$2.04K +9 New
WCM
1018
WealthTrak Capital Management
Virginia
$2.04K +$2.04K +9 New
TPW
1019
Talon Private Wealth
Florida
$1.81K
TIM
1020
Tortoise Investment Management
New York
$1.58K
AF
1021
Atala Financial
California
$1.58K +$1.58K +7 New
HWA
1022
HHM Wealth Advisors
Tennessee
$1.58K +$1.58K +7 New
MHR
1023
Matthew Hamilton Rosenberg
$1.36K
NS
1024
NBC Securities
Alabama
$1.35K -$1.6M -5,946 -100%
TFM
1025
TFC Financial Management
Massachusetts
$1.13K