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Broadridge

1,011 hedge funds and large institutions have $14.8B invested in Broadridge in 2026 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 364 increasing their positions, 405 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.94% less ownership

Funds ownership: 93.8%92.85% (-0.94%)

10% less call options, than puts

Call options by funds: $28.9M | Put options by funds: $32.1M

5% less funds holding

Funds holding: 1,0611,011 (-50)

10% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 405

18% less capital invested

Capital invested by funds: $18B → $14.8B (-$3.23B)

21% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 145

Holders
1,011
Holders Change
-50
Holders Change %
-4.71%
% of All Funds
12.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
114
Increased
364
Reduced
405
Closed
145
Calls
$28.9M
Puts
$32.1M
Net Calls
-$3.18M
Net Calls Change
-$5.98M
Name Holding Trade Value Shares
Change
Change in
Stake
N
226
Numerai
California
$4.43M +$4.89M +32,375 New
EI
227
EFG International
$4.35M -$580K -3,841 -11%
BTW
228
Boston Trust Walden
Massachusetts
$4.32M -$1.28M -8,496 -21%
Wealth Enhancement Advisory Services
229
Wealth Enhancement Advisory Services
Minnesota
$4.31M -$1.17M -7,727 -21%
American Century Companies
230
American Century Companies
Missouri
$4.28M -$16.5M -109,531 -78%
EMPI
231
Elo Mutual Pension Insurance
Finland
$4.25M +$2.41M +15,966 +106%
II
232
IFM Investors
Australia
$4.24M +$606K +4,013 +15%
BFG
233
Berger Financial Group
Minnesota
$4.17M -$137K -909 -3%
Pathstone Holdings
234
Pathstone Holdings
New Jersey
$4.14M +$859K +5,685 +23%
WBC
235
Westpac Banking Corp
Australia
$4.14M -$129K -853 -3%
MFAM
236
Motley Fool Asset Management
Virginia
$4.11M -$183K -1,209 -4%
CFG
237
Citizens Financial Group
Rhode Island
$4.1M -$126K -832 -3%
DnB Asset Management
238
DnB Asset Management
Norway
$4.07M
SOMRS
239
State of Michigan Retirement System
Michigan
$4.06M -$121K -800 -3%
CCIA
240
Campbell & Co Investment Adviser
Maryland
$4.05M -$513K -3,396 -10%
UIM
241
USS Investment Management
United Kingdom
$4.04M +$106K +699 +2%
KPWS
242
Kestra Private Wealth Services
Texas
$4.03M +$56.3K +373 +1%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$3.93M -$444K -2,937 -9%
Vanguard Personalized Indexing Management
244
Vanguard Personalized Indexing Management
California
$3.89M +$1.54M +10,184 +56%
ECM
245
ExodusPoint Capital Management
New York
$3.88M -$3.62M -23,998 -46%
CB
246
Commerce Bank
Missouri
$3.87M -$9.26M -61,307 -68%
Cerity Partners
247
Cerity Partners
New York
$3.84M -$5.1M -33,776 -55%
BMCM
248
Bryn Mawr Capital Management
Pennsylvania
$3.83M -$182K -1,206 -4%
DADC
249
D.A. Davidson & Co
Montana
$3.77M +$3.84M +25,457 +1,222%
O
250
Ossiam
France
$3.75M +$3.27M +21,658 +376%

BR Hedge Fund Activity: Q2 2026 in Review

1,011 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2026, worth a combined $14.8B — down 18% from $18B a quarter earlier.

Sellers outnumbered buyers: 145 funds closed out of BR and 114 opened new positions — a net loss of 31 holders — while 405 trimmed existing stakes and 364 added.

The largest buyer was Fidelity International, adding an estimated $173M. The largest seller was AllianceBernstein, cutting an estimated $188M.

  • 1,011 institutional investors held Broadridge (BR) as of Q2 2026, down from 1,061 in Q1 2026.
  • Funds reported $14.8B of Broadridge stock for Q2 2026, down 18% quarter-over-quarter.
  • 114 funds opened new Broadridge positions in Q2 2026 and 145 closed out, a net change of -31 holders.
  • The largest Broadridge buyer in Q2 2026 was Fidelity International, an estimated $173M added.
  • The largest Broadridge seller in Q2 2026 was AllianceBernstein, an estimated $188M sold.

Based on aggregated 13F filings for Q2 2026.