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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
SOS
1051
Silver Oak Securities
Tennessee
-$368K -2,267 Closed
6SA
1052
6th Street Advisors
Alabama
-$346K -2,119 Closed
RB
1053
Renasant Bank
Mississippi
-$340K -2,094 Closed
PFA
1054
Pure Financial Advisors
California
-$328K -2,019 Closed
CII
1055
Capital International Inc
California
-$328K -2,016 Closed
PFM
1056
Patton Fund Management
Texas
-$322K -1,980 Closed
MWM
1057
Maridea Wealth Management
New York
-$314K -1,932 Closed
VAM
1058
Verity Asset Management
North Carolina
-$313K -1,928 Closed
NG
1059
Norden Group
Utah
-$310K -1,907 Closed
DE
1060
Diversified Enterprises
Delaware
-$310K -1,905 Closed
KWM
1061
KFG Wealth Management
Indiana
-$308K -1,897 Closed
SGAM
1062
Smith Group Asset Management
Texas
-$301K -1,850 Closed
Verition Fund Management
1063
Verition Fund Management
Connecticut
-$300K -1,848 Closed
DWP
1064
Daymark Wealth Partners
Ohio
-$299K -1,838 Closed
TCBWMS
1065
Texas Capital Bank Wealth Management Services
Texas
-$297K -1,830 Closed
SL
1066
Sentinus LLC
Illinois
-$290K -1,787 Closed
BWP
1067
Burling Wealth Partners
Illinois
-$289K -1,778 Closed
WDC
1068
Woodward Diversified Capital
California
-$287K -1,763 Closed
AWP
1069
Abacus Wealth Partners
California
-$286K -1,761 Closed
WA
1070
Wealth Alliance
New York
-$284K -1,746 Closed
SAI
1071
Savvy Advisors Inc
New York
-$279K -1,715 Closed
MWM
1072
MBE Wealth Management
Wisconsin
-$274K -1,688 Closed
MOS
1073
MGO One Seven
Ohio
-$271K -1,667 Closed
OIA
1074
OneDigital Investment Advisors
Kansas
-$271K -1,667 Closed
PCA
1075
Pallas Capital Advisors
Massachusetts
-$269K -1,656 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.