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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
QCM
76
Quantinno Capital Management
New York
$30.5M +$21.2M +140,267 +171%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$30.2M -$3.36M -22,237 -9%
LWCFA
78
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.2M -$4.87M -32,273 -13%
Pictet Asset Management
79
Pictet Asset Management
Switzerland
$30M +$8.15M +53,977 +33%
Teacher Retirement System of Texas
80
Teacher Retirement System of Texas
Texas
$28.7M +$2.46M +16,271 +8%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$27.7M +$3.69M +24,455 +14%
TI
82
Trexquant Investment
Connecticut
$25M +$27.5M +182,250 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$24M +$2.22M +14,698 +9%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$23.7M -$10.2M -67,581 -28%
GAM
85
Gotham Asset Management
New York
$23.5M +$10.3M +68,225 +66%
Citigroup
86
Citigroup
New York
$23.3M +$4.15M +27,460 +19%
SAM
87
Storebrand Asset Management
Norway
$22.3M +$10.6M +70,192 +76%
Caisse de Depot et Placement du Quebec (CDPQ)
88
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.6M +$21.9M +144,891 +1,113%
Principal Financial Group
89
Principal Financial Group
Iowa
$21.5M +$1.06M +6,995 +5%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$21.5M +$6.14M +40,649 +35%
EWA
91
EP Wealth Advisors
California
$20.9M +$6.09M +40,347 +36%
GKIM
92
GW&K Investment Management
Massachusetts
$20.7M -$14.4M -95,280 -39%
BEI
93
Benjamin Edwards Inc
Missouri
$20.4M -$3.03M -20,040 -12%
Capital Fund Management (CFM)
94
Capital Fund Management (CFM)
France
$19.5M +$13.5M +89,277 +168%
AV
95
ASR Vermogensbeheer
Netherlands
$19.5M -$2.59M -17,139 -11%
Allianz Asset Management
96
Allianz Asset Management
Germany
$19.2M +$6.98M +46,240 +57%
TIA
97
Tandem Investment Advisors
South Carolina
$19.2M -$6.83M -45,253 -24%
Squarepoint
98
Squarepoint
New York
$19.1M +$10.4M +68,762 +98%
ZIM
99
Zacks Investment Management
Illinois
$18.9M -$261K -1,725 -1%
Franklin Resources
100
Franklin Resources
California
$18.5M -$16.6M -109,834 -45%

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.