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Broadcom

3,762 hedge funds and large institutions have $591B invested in Broadcom in 2025 Q1 according to their latest regulatory filings, with 246 funds opening new positions, 1,745 increasing their positions, 1,525 reducing their positions, and 271 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,762
Holders Change
-104
Holders Change %
-2.69%
% of All Funds
51.1%
Holding in Top 10
540
Holding in Top 10 Change
-282
Holding in Top 10 Change %
-34.31%
% of All Funds
7.33%
New
246
Increased
1,745
Reduced
1,525
Closed
271
Calls
$14.1B
Puts
$16.6B
Net Calls
-$2.48B
Net Calls Change
+$819M
Name Holding Trade Value Shares
Change
Shares
Change %
TCOTS
2676
Trust Company of the South
North Carolina
$672K +$22.8K +136 +4%
HCM
2677
Hall Capital Management
Rhode Island
$671K +$8.37K +50 +1%
IPW
2678
Intergy Private Wealth
Colorado
$670K +$12.2K +73 +2%
LCM
2679
Lattice Capital Management
Washington
$670K
CI
2680
Corient IA
Florida
$670K +$670K +4,000 New
CCC
2681
Compass Capital Corp
Massachusetts
$669K +$275K +1,672 +70%
PAS
2682
PKS Advisory Services
New York
$667K -$115K -688 -15%
LDB
2683
Lee, Danner & Bass
Tennessee
$667K
TWP
2684
Tyche Wealth Partners
Texas
$665K +$74.5K +445 +13%
SRL
2685
Scientech Research LLC
New Jersey
$665K -$857K -5,116 -56%
UAG
2686
United Advisor Group
Ohio
$665K -$369K -2,201 -36%
MA
2687
Modus Advisors
Minnesota
$664K +$87.4K +522 +15%
GC
2688
Gilbert & Cook
Iowa
$664K -$58.6K -350 -8%
FCM
2689
Family Capital Management
Michigan
$663K +$189K +1,127 +40%
CWP
2690
Curated Wealth Partners
California
$660K +$296K +1,766 +81%
TCM
2691
Telos Capital Management
California
$659K -$17.7K -106 -3%
LSA
2692
Lion Street Advisors
Texas
$654K -$33.7K -201 -5%
USWIA
2693
UP Strategic Wealth Investment Advisors
Pennsylvania
$654K +$126K +751 +24%
WCFA
2694
Walkner Condon Financial Advisors
Wisconsin
$654K +$56.1K +335 +9%
PAWA
2695
Palo Alto Wealth Advisors
California
$654K +$30.9K +133 +5%
HWP
2696
Heritage Wealth Partners
Ohio
$653K -$476K -2,843 -42%
KCPG
2697
Kavar Capital Partners Group
Kansas
$651K +$4.35K +26 +0.7%
ECM
2698
Elgethun Capital Management
South Dakota
$650K -$16.7K -100 -3%
MAM
2699
Martingale Asset Management
Massachusetts
$649K +$8.04K +48 +1%
KCFA
2700
Key Client Fiduciary Advisors
New Jersey
$647K -$13.4K -80 -2%