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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
FFO
1076
Fiduciary Family Office
Florida
-$267K -1,642 Closed
EFMC
1077
Empire Financial Management Company
New York
-$264K -1,624 Closed
LA
1078
LVW Advisors
New York
-$259K -1,594 Closed
TC
1079
TownSquare Capital
Utah
-$258K -1,590 Closed
ACM
1080
Advisors Capital Management
New Jersey
-$251K -1,547 Closed
IQI
1081
Integrated Quantitative Investments
Washington
-$250K -1,537 Closed
LCM
1082
Legato Capital Management
California
-$250K -1,537 Closed
EAM
1083
Erste Asset Management
Austria
-$231K -1,530 Closed
PCM
1084
Prana Capital Management
Connecticut
-$246K -1,513 Closed
DAS
1085
Dynamic Advisor Solutions
Arizona
-$245K -1,508 Closed
DT
1086
DV Trading
Illinois
-$244K -1,500 Closed
OL
1087
Optas LLC
Texas
-$242K -1,487 Closed
SCM
1088
Stonehearth Capital Management
Massachusetts
-$240K -1,480 Closed
Calamos Advisors
1089
Calamos Advisors
Illinois
-$233K -1,435 Closed
NWMG
1090
National Wealth Management Group
Ohio
-$233K -1,434 Closed
SHF
1091
Safe Harbor Fiduciary
Florida
-$233K -1,434 Closed
DWM
1092
Diversify Wealth Management
Utah
-$228K -1,417 Closed
RCM
1093
Radnor Capital Management
Pennsylvania
-$229K -1,407 Closed
NG
1094
Navigation Group
California
-$227K -1,400 Closed
TIA
1095
Traphagen Investment Advisors
New Jersey
-$227K -1,395 Closed
VFA
1096
Voya Financial Advisors
Connecticut
-$219K -1,393 Closed
AB
1097
Atlas Brown
Kentucky
-$223K -1,370 Closed
CAMG
1098
CWA Asset Management Group
Florida
-$219K -1,349 Closed
LSIA
1099
LaSalle St. Investment Advisors
Illinois
-$218K -1,342 Closed
WG
1100
Winton Group
United Kingdom
-$216K -1,328 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.