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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
WA
2676
Waddell & Associates
Tennessee
$2M +$267K +748 +15%
SRC
2677
Sage Rhino Capital
California
$2M -$211K -591 -9%
CPWL
2678
Coquina Private Wealth LLC
Florida
$1.99M +$2.06M +5,761 New
BCM
2679
BluePath Capital Management
Georgia
$1.99M +$160K +448 +8%
TWM
2680
Trueblood Wealth Management
Ohio
$1.99M -$127K -356 -6%
TIA
2681
Tiemann Investment Advisors
California
$1.99M -$236K -660 -10%
GA
2682
Greenspring Advisors
Maryland
$1.98M +$966K +2,702 +89%
LCWP
2683
Legacy Capital Wealth Partners
Arkansas
$1.98M -$107K -298 -5%
GA
2684
GSG Advisors
New Jersey
$1.97M +$64.7K +181 +3%
DIM
2685
Delta Investment Management
California
$1.97M +$521K +1,456 +34%
SFS
2686
Solitude Financial Services
Virginia
$1.97M +$143K +400 +8%
SL
2687
Sentinus LLC
Illinois
$1.97M +$279K +781 +16%
SA
2688
Sonoma Allocations
California
$1.97M -$202K -564 -9%
CAM
2689
Chesapeake Asset Management
New York
$1.97M -$546K -1,528 -21%
PWP
2690
Ponta Wealth Partners
Florida
$1.97M +$2.03M +5,678 New
PWP
2691
Phillips Wealth Planners
Mississippi
$1.96M -$259K -723 -11%
RA
2692
Riversedge Advisors
Delaware
$1.96M +$99.1K +277 +5%
BWM
2693
Baron Wealth Management
Michigan
$1.95M +$723K +2,023 +56%
HS
2694
HighVista Strategies
Massachusetts
$1.95M -$1.63M -4,561 -45%
MHR
2695
Matthew Hamilton Rosenberg
$1.95M +$48.6K +136 +2%
OPCM
2696
Osborne Partners Capital Management
California
$1.95M -$24.3K -68 -1%
RF
2697
Rossby Financial
Florida
$1.95M +$271K +759 +16%
BOJHT
2698
Bank of Jackson Hole Trust
Wyoming
$1.95M +$348K +973 +21%
FWM
2699
Focused Wealth Management
New York
$1.95M +$2.01M +5,624 New
MWM
2700
Maridea Wealth Management
New York
$1.95M -$368K -1,030 -15%