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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
PI
201
PineBridge Investments
New York
$5.56M -$98.5M -652,055 -94%
AFA
202
Abacus FCF Advisors
Florida
$5.46M +$94.2K +624 +2%
US Bancorp
203
US Bancorp
Minnesota
$5.39M -$642K -4,253 -10%
Mariner
204
Mariner
Kansas
$5.39M -$3.77M -24,938 -39%
SSA
205
Schonfeld Strategic Advisors
New York
$5.32M +$4.47M +29,613 +320%
COA
206
Crown Oak Advisors
California
$5.24M -$19.8K -131 -0.3%
VCM
207
Vision Capital Management
Oregon
$5.11M -$93.5K -619 -2%
LF
208
Lansforsakringar Fondforvaltning
Sweden
$5.07M -$50.1K -332 -0.9%
EW
209
Evexia Wealth
Wisconsin
$4.92M -$218K -1,444 -4%
Ohio Public Employees Retirement System (OPERS)
210
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.9M -$296K -1,958 -5%
BA
211
Bridgewater Associates
Connecticut
$4.9M +$5.4M +35,752 New
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$4.86M -$242K -1,604 -4%
RAM
213
Resona Asset Management
Japan
$4.86M -$395K -2,614 -7%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$4.83M -$4.43M -29,356 -45%
State of New Jersey Common Pension Fund D
215
State of New Jersey Common Pension Fund D
New Jersey
$4.8M -$435K -2,883 -8%
AWM
216
Apollon Wealth Management
South Carolina
$4.78M +$3.61M +23,908 +218%
X
217
Xponance
Pennsylvania
$4.75M +$219K +1,452 +4%
Korea Investment Corp
218
Korea Investment Corp
South Korea
$4.75M -$11M -73,000 -68%
LFAS
219
Level Four Advisory Services
Texas
$4.72M +$189K +1,251 +4%
LJHT
220
Laurie J. Hall Trustee
$4.71M +$5M +33,110 +2,547%
MSV
221
MN Services Vermogensbeheer
Netherlands
$4.62M -$1.75M -11,600 -26%
ASRS
222
Arizona State Retirement System
Arizona
$4.58M +$265K +1,753 +6%
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$4.58M +$517K +3,421 +11%
CNB
224
Czech National Bank
Czech Republic
$4.51M +$170K +1,125 +4%
HighTower Advisors
225
HighTower Advisors
Illinois
$4.46M -$373K -2,468 -7%

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.