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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
CWP
1001
Clark Wealth Partners
Illinois
$274 -$906 -6 -75%
ACA
1002
American Capital Advisory
Idaho
$274 -$302 -2 -50%
SEP
1003
Signature Equity Partners
Ohio
$274 -$151 -1 -33%
PWA
1004
Provenance Wealth Advisors
Florida
$274 +$302 +2 New
IRAG
1005
Investment Research & Advisory Group
Georgia
$138
GCM
1006
Gunpowder Capital Management
Maryland
$137 -$4.68K -31 -97%
RS
1007
Rakuten Securities
Japan
$137 -$1.21K -8 -89%
MCA
1008
Maryland Capital Advisors
Maryland
$137 +$151 +1 New
MWM
1009
Mosley Wealth Management
California
$137 +$151 +1 New
TCA
1010
Trifecta Capital Advisors
Illinois
$137 +$151 +1 New
RWS
1011
Retirement Wealth Solutions
Wisconsin
$38 -$2.57K -17 Closed
FC
1012
Financial Consulate
Maryland
$8
T. Rowe Price Investment Management
1013
T. Rowe Price Investment Management
Maryland
-$141M -865,540 Closed
RG
1014
Rathbones Group
United Kingdom
-$65.4M -402,622 Closed
Capital International Investors
1015
Capital International Investors
California
-$48.4M -297,785 Closed
Parnassus Investments
1016
Parnassus Investments
California
-$42.1M -258,836 Closed
MWM
1017
Moran Wealth Management
Florida
-$11.1M -68,105 Closed
TAF
1018
Tredje AP-fonden
Sweden
-$7.29M -44,849 Closed
MCG
1019
McCollum Christoferson Group
New York
-$5.58M -44,183 Closed
MFWM
1020
Motley Fool Wealth Management
Virginia
-$7.12M -43,817 Closed
VLKIM
1021
Van Lanschot Kempen Investment Management
Netherlands
-$5.21M -32,041 Closed
IC
1022
IEQ Capital
California
-$4.39M -27,048 Closed
VF
1023
Virtu Financial
New York
-$3.72M -22,906 Closed
OTL
1024
Oak Thistle LLC
New York
-$3.68M -22,644 Closed
LG
1025
Leuthold Group
Minnesota
-$3.67M -22,615 Closed

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.