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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
IG
301
ING Group
Netherlands
$2.59M +$2.86M +18,920 New
CFO
302
Callan Family Office
Pennsylvania
$2.57M +$261K +1,727 +10%
Public Sector Pension Investment Board (PSP Investments)
303
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.55M -$17.5K -116 -0.6%
SAW
304
Signal Advisors Wealth
Michigan
$2.52M -$3.34M -22,106 -55%
EI
305
Ethic Inc
New York
$2.5M -$551K -3,650 -17%
Ensign Peak Advisors
306
Ensign Peak Advisors
Utah
$2.48M +$55K +364 +2%
CLGM
307
Capitolis Liquid Global Markets
New York
$2.47M +$2.72M +18,000 New
WSFS
308
Wilmington Savings Fund Society
Delaware
$2.44M +$4.38K +29 +0.2%
RPI
309
Railway Pension Investments
United Kingdom
$2.42M
PFSRSONJ
310
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.4M -$64.9K -430 -2%
URS
311
Utah Retirement Systems
Utah
$2.4M -$213K -1,410 -7%
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$2.38M +$242K +1,603 +10%
PGAM
313
Princeton Global Asset Management
New Jersey
$2.36M +$27.6K +183 +1%
NYLIM
314
New York Life Investment Management
New York
$2.36M -$16.6K -110 -0.6%
BCIM
315
British Columbia Investment Management
British Columbia, Canada
$2.36M +$170K +1,123 +7%
PCM
316
Parsons Capital Management
Rhode Island
$2.33M -$80K -530 -3%
LRIC
317
Long Road Investment Counsel
Michigan
$2.32M
SEM
318
Suncoast Equity Management
Florida
$2.26M -$288K -1,907 -10%
KIC
319
Kensington Investment Counsel
California
$2.25M -$576K -3,816 -19%
DFCM
320
Dark Forest Capital Management
Puerto Rico
$2.22M +$2.45M +16,235 New
WAM
321
Weiss Asset Management
Massachusetts
$2.22M +$2.45M +16,205 New
NAM
322
Nissay Asset Management
Japan
$2.2M +$87.1K +577 +4%
ILCM
323
Ivy Lane Capital Management
Florida
$2.19M +$2.42M +16,000 New
CAC
324
Core Alternative Capital
Georgia
$2.19M -$404K -2,677 -14%
ACA
325
Anchor Capital Advisors
Massachusetts
$2.15M -$23M -152,538 -91%

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.