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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$134M -$5.86M -38,778 -4%
Millennium Management
27
Millennium Management
New York
$133M +$2.15M +14,231 +1%
Citadel Advisors
28
Citadel Advisors
Florida
$124M +$102M +674,479 +291%
YAM
29
Yacktman Asset Management
Texas
$120M +$133M +878,522 New
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$117M -$50.8M -336,666 -28%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$109M +$16.9M +111,702 +16%
Amundi
32
Amundi
France
$106M -$43.4M -287,333 -27%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$102M -$7.76M -51,395 -6%
Legal & General Group
34
Legal & General Group
United Kingdom
$99.2M -$13.2M -87,163 -11%
VIM
35
Vinva Investment Management
Australia
$93M +$66.5M +440,646 +183%
JP Morgan Chase
36
JP Morgan Chase
New York
$91.2M -$127M -840,944 -56%
Vanguard Fiduciary Trust
37
Vanguard Fiduciary Trust
Pennsylvania
$88.9M -$3.47M -22,949 -3%
Deutsche Bank
38
Deutsche Bank
Germany
$84.5M +$7.71M +51,069 +9%
Victory Capital Management
39
Victory Capital Management
Texas
$82.9M +$67.3M +445,609 +279%
Bank of America
40
Bank of America
North Carolina
$80.3M +$2.67M +17,709 +3%
CIM
41
Confluence Investment Management
Missouri
$71.7M -$1.67M -11,052 -2%
Corient Private Wealth
42
Corient Private Wealth
Florida
$63M +$9.07M +60,045 +15%
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$60.9M +$43.8M +290,277 +188%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$59.5M -$12.1M -80,228 -16%
CBU
45
CIBC Bancorp USA
Illinois
$56.4M -$6.95M -46,033 -10%
NAMI
46
Nomura Asset Management International
Pennsylvania
$55.5M -$30.6M -202,835 -33%
JIM
47
Jensen Investment Management
Oregon
$52.1M -$71.8M -475,658 -56%
Bank of Nova Scotia
48
Bank of Nova Scotia
Ontario, Canada
$51.9M +$54.5M +360,707 +1,988%
SG Americas Securities
49
SG Americas Securities
New York
$49M +$6.66M +44,073 +14%
BG
50
Bahl & Gaynor
Ohio
$47.6M -$59.3M -392,451 -53%

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.