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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
AG
1126
AmeriFlex Group
Nevada
-$8.12K -50 Closed
SMBT
1127
Southern Michigan Bank & Trust
Michigan
-$8.12K -50 Closed
VR
1128
Vision Retirement
New Jersey
-$8.12K -50 Closed
AGWCA
1129
Annis Gardner Whiting Capital Advisors
Florida
-$7.99K -49 Closed
FPF
1130
First Pacific Financial
Washington
-$7.64K -47 Closed
TGY2IT
1131
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$6.66K -41 Closed
FFL
1132
Financial Freedom LLC
Ohio
-$6.5K -40 Closed
KAS
1133
Kemnay Advisory Services
New York
-$6.34K -39 Closed
GAAM
1134
Guinness Atkinson Asset Management
California
-$5.85K -36 Closed
DI
1135
DAGCO Inc
Ohio
-$4.71K -29 Closed
CI
1136
Clal Insurance
Israel
-$4K -27 Closed
LFA
1137
LGT Financial Advisors
Texas
-$3.63K -22 Closed
HNW
1138
High Note Wealth
Minnesota
-$3.09K -19 Closed
JGIA
1139
Jackson Grant Investment Advisers
Connecticut
-$2.11K -13 Closed
WSFG
1140
Wall Street Financial Group
Illinois
-$1.95K -12 Closed
DWM
1141
Dogwood Wealth Management
Kansas
-$1.79K -11 Closed
CFG
1142
Clayton Financial Group
Missouri
-$1.3K -8 Closed
MPW
1143
MASECO Private Wealth
-$1.3K -8 Closed
NWS
1144
Nvest Wealth Strategies
Ohio
-$1.3K -8 Closed
PWA
1145
Portus Wealth Advisors
North Carolina
-$1.3K -8 Closed
AP
1146
Aspect Partners
Virginia
-$975 -6 Closed
MHR
1147
Matthew Hamilton Rosenberg
-$975 -6 Closed
HFM
1148
Harvest Fund Management
China
-$1K -4 Closed
IW
1149
Imprint Wealth
South Carolina
-$650 -4 Closed
MEG
1150
Millstone Evans Group
Colorado
-$650 -4 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.