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Broadridge
BR

1,062 hedge funds and large institutions have $18B invested in Broadridge in 2026 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 438 increasing their positions, 317 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 438 | 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: 91.36% → 93.8% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less funds holding

Funds holding: 1,134 → 1,062 (-72)

24% less capital invested

Capital invested by funds: $23.8B → $18B (-$5.76B)

28% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 191

Holders
1,062
Holders Change
-72
Holders Change %
-6.35%
% of All Funds
12.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
137
Increased
438
Reduced
317
Closed
191
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

1,062 of the 8,187 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: 191 funds closed out of BR and 137 opened new positions — a net loss of 54 holders — while 317 trimmed existing stakes and 438 added.

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

  • 1,062 institutional investors held Broadridge (BR) as of Q1 2026, down from 1,134 in Q4 2025.
  • Funds reported $18B of Broadridge stock for Q1 2026, down 24% quarter-over-quarter.
  • 137 funds opened new Broadridge positions in Q1 2026 and 191 closed out, a net change of -54 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.