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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
DekaBank Deutsche Girozentrale
151
DekaBank Deutsche Girozentrale
Germany
$9.06M
NCM
152
Novare Capital Management
North Carolina
$9M +$3.64M +24,100 +58%
Arrowstreet Capital
153
Arrowstreet Capital
Massachusetts
$8.94M +$8.74M +57,876 +786%
KK
154
KLP Kapitalforvaltning
Norway
$8.86M +$3.46M +22,900 +55%
NAS
155
Nykredit A/S
Denmark
$8.48M +$9.35M +61,925 New
Creative Planning
156
Creative Planning
Kansas
$8.41M +$1.47M +9,756 +19%
WT
157
Washington Trust
Rhode Island
$8.19M -$77K -510 -0.8%
Vanguard Investments Australia
158
Vanguard Investments Australia
Australia
$8.14M +$146K +967 +2%
YIH
159
Y-Intercept (HK)
Hong Kong
$8.13M +$2.89M +19,133 +48%
EF
160
Empowered Funds
Pennsylvania
$8.1M +$1.62M +10,727 +22%
Asset Management One
161
Asset Management One
Japan
$8.02M +$602K +3,984 +7%
MIF
162
Mediolanum International Funds
Ireland
$7.94M +$2.08M +13,797 +31%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$7.89M +$284K +1,880 +3%
IPAM
164
ICICI Prudential Asset Management
India
$7.87M +$420K +2,780 +5%
KLWA
165
Kelly Lawrence W & Associates
California
$7.85M -$37.8K -250 -0.4%
DLA
166
Douglas Lane & Associates
New York
$7.82M -$638K -4,222 -7%
BAMF
167
BI Asset Management Fondsmaeglerselskab
Denmark
$7.79M +$2.91M +19,256 +51%
Prudential Financial
168
Prudential Financial
New Jersey
$7.75M +$197K +1,305 +2%
UF
169
Univest Financial
Pennsylvania
$7.67M +$815K +5,395 +11%
Chevy Chase Trust
170
Chevy Chase Trust
Maryland
$7.65M -$251K -1,662 -3%
BMSSC
171
B. Metzler seel. Sohn & Co
Germany
$7.37M -$16.1M -106,897 -67%
CGH
172
Crossmark Global Holdings
Texas
$7.3M -$197K -1,307 -2%
Mirae Asset Global ETFs Holdings
173
Mirae Asset Global ETFs Holdings
Hong Kong
$7.29M -$2.6M -17,212 -24%
TD Asset Management
174
TD Asset Management
Ontario, Canada
$7.25M -$7.83M -51,822 -49%
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$7.2M +$935K +6,189 +13%

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.