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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
TPI
1101
Trust Point Inc
Wisconsin
-$214K -1,315 Closed
PWG
1102
Portside Wealth Group
Utah
-$213K -1,308 Closed
PIM
1103
Penobscot Investment Management
Massachusetts
-$211K -1,299 Closed
BHC
1104
Bull Harbor Capital
Maryland
-$209K -1,288 Closed
EBSAM
1105
Eubel Brady & Suttman Asset Management
Ohio
-$209K -1,288 Closed
FB
1106
Fulton Bank
Pennsylvania
-$208K -1,281 Closed
BRWA
1107
B. Riley Wealth Advisors
Florida
-$208K -1,275 Closed
SFC
1108
SYM Financial Corp
Indiana
-$201K -1,237 Closed
HPCM
1109
Hunter Perkins Capital Management
Illinois
-$202K -1,236 Closed
ML
1110
McAdam LLC
Pennsylvania
-$200K -1,233 Closed
KCA
1111
Kastel Capital Advisors
Massachusetts
-$238K -1,067 Closed
RMC
1112
Resources Management Corp
Connecticut
-$151K -930 Closed
DWP
1113
Destiny Wealth Partners
Florida
-$137K -842 Closed
SOW
1114
State of Wyoming
Wyoming
-$115K -706 Closed
SAM
1115
S.A. Mason
Michigan
-$106K -650 Closed
OWA
1116
Opal Wealth Advisors
New York
-$58.2K -358 Closed
SC
1117
Steph & Co
Wisconsin
-$53.3K -328 Closed
BOJHT
1118
Bank of Jackson Hole Trust
Wyoming
-$47.1K -290 Closed
RFP
1119
Root Financial Partners
California
-$37.5K -231 Closed
CW
1120
Curio Wealth
Maryland
-$32.8K -202 Closed
WPA
1121
Wealth Preservation Advisors
Tennessee
-$30.1K -185 Closed
GSEP
1122
Golden State Equity Partners
California
-$22.6K -138 Closed
FPB
1123
First PREMIER Bank
South Dakota
-$22K -135 Closed
TPWA
1124
Twin Peaks Wealth Advisors
California
-$14.1K -87 Closed
SR
1125
Swiss Re
Switzerland
-$8.29K -51 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.