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Broadridge
BR

1,063 hedge funds and large institutions have $18B invested in Broadridge in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 440 increasing their positions, 317 reducing their positions, and 192 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more capital inflows, than outflows

Capital inflows: $5.91B | Capital outflows: $2.48B

39% more repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 317

15% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $18.8M

2.43% more ownership

Funds ownership: 91.37% → 93.8% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less funds holding

Funds holding: 1,137 → 1,063 (-74)

29% less first-time investments, than exits

New positions opened: 136 | Existing positions closed: 192

Holders
1,063
Holders Change
-74
Holders Change %
-6.51%
% of All Funds
12.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
136
Increased
440
Reduced
317
Closed
192
Calls
$21.6M
Puts
$18.8M
Net Calls
+$2.8M
Net Calls Change
-$976K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$506M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$244M
3
Goldman Sachs
Goldman Sachs
New York
+$138M
4
Millennium Management
Millennium Management
New York
+$125M
5
BlackRock
BlackRock
New York
+$91.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$389M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$355M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$167M
4
Capital International Investors
Capital International Investors
California
-$101M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$99.4M

BR Hedge Fund Activity: Q1 2026 in Review

1,063 of the 8,210 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q1 2026, worth a combined $18B — down 24% from $23.8B a quarter earlier.

Sellers outnumbered buyers: 192 funds closed out of BR and 136 opened new positions — a net loss of 56 holders — while 317 trimmed existing stakes and 440 added.

The largest buyer was Charles Schwab, adding an estimated $506M. The largest seller was Morgan Stanley, cutting an estimated $389M.

  • 1,063 institutional investors held Broadridge (BR) as of Q1 2026, down from 1,137 in Q4 2025.
  • Funds reported $18B of Broadridge stock for Q1 2026, down 24% quarter-over-quarter.
  • 136 funds opened new Broadridge positions in Q1 2026 and 192 closed out, a net change of -56 holders.
  • The largest Broadridge buyer in Q1 2026 was Charles Schwab, an estimated $506M added.
  • The largest Broadridge seller in Q1 2026 was Morgan Stanley, an estimated $389M sold.

Based on aggregated 13F filings for Q1 2026.