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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
FFA
951
Frazier Financial Advisors
Ohio
$5.21K
AA
952
Addison Advisors
Vermont
$4.93K +$3.32K +22 +157%
CIAS
953
CBIZ Investment Advisory Services
Ohio
$4.74K
KFG
954
Kingdom Financial Group
Arizona
$4.66K
KG
955
Kilter Group
New York
$4.38K +$1.66K +11 +52%
AFC
956
Ares Financial Consulting
California
$4.38K -$6.8K -45 -58%
FCAS
957
First Command Advisory Services
Texas
$4.14K -$51.6K -342 -92%
SIS
958
Strategic Investment Solutions
Illinois
$4.11K
ECA
959
Elevated Capital Advisors
Utah
$3.7K -$1.06K -7 -21%
SSG
960
Summit Securities Group
New York
$3.7K +$1.21K +8 +42%
JWM
961
JPL Wealth Management
Colorado
$3.42K -$3.02K -20 -44%
RWM
962
Rialto Wealth Management
New York
$3.29K +$1.36K +9 +60%
SFS
963
Sunrise Financial Services
Washington
$3.15K
NFSG
964
Newbridge Financial Services Group
Florida
$2.74K
Q1WB
965
Quest 10 Wealth Builders
Virginia
$2.74K
SA
966
Seneschal Advisors
Washington
$2.47K
RWM
967
Raffa Wealth Management
District of Columbia
$2.46K -$755 -5 -22%
GCM
968
Gables Capital Management
Florida
$2.33K
S
969
Sachetta
Massachusetts
$2.19K +$1.36K +9 +129%
PS
970
Planning Strategies
Pennsylvania
$2.19K +$2.42K +16 New
JFGIW
971
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.93K
JSAM
972
J. Safra Asset Management
New York
$1.92K +$2.11K +14 New
PWA
973
Physician Wealth Advisors
Utah
$1.64K +$604 +4 +50%
GGI
974
Godsey & Gibb Inc
Virginia
$1.51K +$1.66K +11 New
MAFA
975
MJT & Associates Financial Advisory
Minnesota
$1.51K +$1.66K +11 New

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.