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Broadcom

4,633 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 588 funds opening new positions, 1,913 increasing their positions, 1,833 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2.17% more ownership

Funds ownership: 74.9%77.07% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 1,913 | Existing positions reduced: 1,833

29% less call options, than puts

Call options by funds: $24.3B | Put options by funds: $34.3B

Holders
4,633
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,092
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.3B
Puts
$34.3B
Net Calls
Net Calls Change

Top Buyers

1 +$4.08B
2 +$2.53B
3 +$2.31B
4
State Street
State Street
Massachusetts
+$1.8B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
WF
2526
Womack Financial
Texas
$2.28M
AL
2527
ARWA LLC
Texas
$2.28M
SPFA
2528
Summit Place Financial Advisors
New Jersey
$2.28M
DE
2529
DV Equities
Illinois
$2.28M
FTA
2530
Financial & Tax Architects
Missouri
$2.27M
UW
2531
Unique Wealth
Florida
$2.27M
EM
2532
Excalibur Management
Massachusetts
$2.27M
AWM
2533
Accel Wealth Management
Iowa
$2.27M
SSWM
2534
Strait & Sound Wealth Management
California
$2.27M
EPA
2535
Element Pointe Advisors
Florida
$2.26M
JPMIA
2536
J.P. Marvel Investment Advisors
Massachusetts
$2.26M
BCG
2537
BayBridge Capital Group
California
$2.26M
TP
2538
TritonPoint Partners
Maryland
$2.26M
OFO
2539
OneAscent Family Office
Alabama
$2.25M
SFG
2540
Sovereign Financial Group
Connecticut
$2.25M
TCOTS
2541
Trust Company of the South
North Carolina
$2.25M
BWM
2542
BAM Wealth Management
Colorado
$2.25M
AR
2543
Apeiron RIA
Texas
$2.25M
FWP
2544
Forefront Wealth Partners
Texas
$2.25M
SC
2545
Sierra Capital
Florida
$2.25M
CG
2546
Corundum Group
Colorado
$2.25M
DBRC
2547
D.B. Root & Company
Pennsylvania
$2.24M
WFC
2548
Western Financial Corp
California
$2.24M
OFS
2549
OneAscent Financial Services
Alabama
$2.24M
MWA
2550
MN Wealth Advisors
Kansas
$2.24M