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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
AM
1026
AGF Management
Ontario, Canada
-$3.42M -21,073 Closed
EP
1027
Edgestream Partners
New Jersey
-$2.23M -13,716 Closed
APWM
1028
Argonautica Private Wealth Management
Massachusetts
-$1.62M -9,956 Closed
MFA
1029
Millington Financial Advisors
Illinois
-$1.55M -9,905 Closed
SCP
1030
Sivia Capital Partners
California
-$1.55M -9,551 Closed
ZIG
1031
Zurich Insurance Group
Switzerland
-$1.41M -8,700 Closed
KC
1032
Kepler Cheuvreux
-$1.29M -7,913 Closed
BC
1033
Bridgefront Capital
Texas
-$1.27M -7,798 Closed
CF
1034
Centaurus Financial
California
-$956K -5,883 Closed
IMRF
1035
Illinois Municipal Retirement Fund
Illinois
-$874K -5,381 Closed
NA
1036
Nordwand Advisors
Pennsylvania
-$634K -3,903 Closed
LRWM
1037
Lord & Richards Wealth Management
Colorado
-$617K -3,798 Closed
Jacobs Levy Equity Management
1038
Jacobs Levy Equity Management
New Jersey
-$527K -3,246 Closed
FHC
1039
First Heartland Consultants
Missouri
-$437K -2,688 Closed
AL
1040
ARWA LLC
Texas
-$411K -2,654 Closed
MSFS
1041
Main Street Financial Solutions
Pennsylvania
-$428K -2,637 Closed
JFG
1042
Jefferies Financial Group
New York
-$425K -2,614 Closed
NAM
1043
NorthCrest Asset Manangement
Minnesota
-$398K -2,471 Closed
SL
1044
SWMG LLC
Texas
-$401K -2,466 Closed
TWP
1045
Tyche Wealth Partners
Texas
-$399K -2,457 Closed
SFG
1046
Sunburst Financial Group
Alabama
-$388K -2,388 Closed
Walleye Trading
1047
Walleye Trading
New York
-$379K -2,335 Closed
MWM
1048
Maripau Wealth Management
Indiana
-$376K -2,317 Closed
LWM
1049
Lyell Wealth Management
California
-$373K -2,297 Closed
TCA
1050
Transcend Capital Advisors
New Jersey
-$369K -2,268 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.