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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
BG
251
BDF Gestion
France
$3.74M -$190K -1,257 -10%
ACM
252
Aquatic Capital Management
Illinois
$3.69M +$3.15M +20,838 +341%
Brown Advisory
253
Brown Advisory
Maryland
$3.69M -$199K -1,315 -5%
MIM
254
MetLife Investment Management
New Jersey
$3.62M -$846K -5,601 -17%
MCM
255
MAI Capital Management
Ohio
$3.6M -$183K -1,209 -4%
FC
256
FORA Capital
Florida
$3.56M +$1.48M +9,804 +61%
FFA
257
First Foundation Advisors
California
$3.52M +$319K +2,115 +9%
Natixis Advisors
258
Natixis Advisors
Massachusetts
$3.51M -$11.9M -78,844 -75%
OAM
259
Occidental Asset Management
California
$3.5M +$331K +2,191 +9%
COPPSERS
260
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.5M -$249K -1,650 -6%
P
261
PensionDanmark
Denmark
$3.49M +$408K +2,700 +12%
WP
262
Woodline Partners
California
$3.47M +$368K +2,439 +11%
BFW
263
Brady Family Wealth
Missouri
$3.46M -$384K -2,541 -9%
SAM
264
SEB Asset Management
$3.44M -$1.51M -10,003 -29%
BAM
265
Bell Asset Management
Australia
$3.39M +$610K +4,036 +19%
P
266
&Partners
Tennessee
$3.38M +$1.08M +7,162 +41%
Daiwa Securities Group
267
Daiwa Securities Group
Japan
$3.38M -$81.3K -538 -2%
M&T Bank
268
M&T Bank
New York
$3.35M -$3.02K -20 -0.1%
Retirement Systems of Alabama
269
Retirement Systems of Alabama
Alabama
$3.33M -$74.8K -495 -2%
ACA
270
Aptus Capital Advisors
Alabama
$3.3M -$9.06M -60,008 -71%
CI
271
Ceera Investments
Texas
$3.24M +$3.58M +23,694 New
AI
272
AdvisorShares Investments
Maryland
$3.23M -$801K -5,303 -18%
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$3.21M -$344K -2,279 -9%
TA
274
Tactive Advisors
Florida
$3.2M +$4.83K +32 +0.1%
MGWM
275
Marks Group Wealth Management
Minnesota
$3.14M -$1.39M -9,203 -29%

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.