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Broadcom

4,701 hedge funds and large institutions have $1.28T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 631 funds opening new positions, 1,924 increasing their positions, 1,844 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 631 | Existing positions closed: 119

10% more funds holding

Funds holding: 4,2884,701 (+413)

9% more capital invested

Capital invested by funds: $1.17T → $1.28T (+$108B)

8% more funds holding in top 10

Funds holding in top 10: 1,0201,106 (+86)

2.77% more ownership

Funds ownership: 75.01%77.79% (+2.8%)

4% more repeat investments, than reductions

Existing positions increased: 1,924 | Existing positions reduced: 1,844

29% less call options, than puts

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

Holders
4,701
Holders Change
+413
Holders Change %
+9.63%
% of All Funds
57.17%
Holding in Top 10
1,106
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+8.43%
% of All Funds
13.45%
New
631
Increased
1,924
Reduced
1,844
Closed
119
Calls
$24.3B
Puts
$34.3B
Net Calls
-$10B
Net Calls Change
-$5.77B
Name Holding Trade Value Shares
Change
Change in
Stake
AL
2551
ARWA LLC
Texas
$2.28M +$2.35M +6,579 New
SPFA
2552
Summit Place Financial Advisors
New Jersey
$2.28M -$113K -315 -5%
DE
2553
DV Equities
Illinois
$2.28M +$2.35M +6,576 New
FTA
2554
Financial & Tax Architects
Missouri
$2.27M -$290K -810 -11%
UW
2555
Unique Wealth
Florida
$2.27M +$667K +1,866 +40%
EM
2556
Excalibur Management
Massachusetts
$2.27M -$105K -295 -4%
AWM
2557
Accel Wealth Management
Iowa
$2.27M +$5.36K +15 +0.2%
SSWM
2558
Strait & Sound Wealth Management
California
$2.27M -$18.6K -52 -0.8%
EPA
2559
Element Pointe Advisors
Florida
$2.26M -$64.4K -180 -3%
JPMIA
2560
J.P. Marvel Investment Advisors
Massachusetts
$2.26M
BCG
2561
BayBridge Capital Group
California
$2.26M -$25.7K -72 -1%
TP
2562
TritonPoint Partners
Maryland
$2.26M +$2.33M +6,518 New
OFO
2563
OneAscent Family Office
Alabama
$2.25M +$527K +1,475 +29%
SFG
2564
Sovereign Financial Group
Connecticut
$2.25M -$37.9K -106 -2%
TCOTS
2565
Trust Company of the South
North Carolina
$2.25M +$870K +2,433 +60%
BWM
2566
BAM Wealth Management
Colorado
$2.25M -$270K -755 -10%
AR
2567
Apeiron RIA
Texas
$2.25M -$166K -463 -7%
FWP
2568
Forefront Wealth Partners
Texas
$2.25M -$65.4K -183 -3%
SC
2569
Sierra Capital
Florida
$2.25M -$12.5K -35 -0.5%
CG
2570
Corundum Group
Colorado
$2.25M +$309K +865 +15%
DBRC
2571
D.B. Root & Company
Pennsylvania
$2.24M +$124K +348 +6%
WFC
2572
Western Financial Corp
California
$2.24M +$1.1M +3,079 +91%
OFS
2573
OneAscent Financial Services
Alabama
$2.24M +$352K +985 +18%
MWA
2574
MN Wealth Advisors
Kansas
$2.24M -$12.2K -34 -0.5%
KAM
2575
Knightsbridge Asset Management
California
$2.24M +$281K +785 +14%