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Broadcom

3,997 hedge funds and large institutions have $992B invested in Broadcom in 2025 Q2 according to their latest regulatory filings, with 477 funds opening new positions, 1,782 increasing their positions, 1,476 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,997
Holders Change
+235
Holders Change %
+6.25%
% of All Funds
53.56%
Holding in Top 10
911
Holding in Top 10 Change
+371
Holding in Top 10 Change %
+68.7%
% of All Funds
12.21%
New
477
Increased
1,782
Reduced
1,476
Closed
161
Calls
$22.6B
Puts
$24.6B
Net Calls
-$1.98B
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Shares
Change %
FSA
2701
Financial Sense Advisors
California
$1.04M -$134K -487 -11%
CWM
2702
Cherrydale Wealth Management
New Jersey
$1.03M -$27.6K -100 -3%
BSSFA
2703
Baron Silver Stevens Financial Advisors
Florida
$1.03M +$25.1K +91 +2%
Members Trust
2704
Members Trust
Florida
$1.03M +$186K +674 +22%
MWM
2705
Marion Wealth Management
Pennsylvania
$1.03M +$138K +501 +15%
RT
2706
Rockland Trust
Massachusetts
$1.03M +$189K +684 +22%
CCA
2707
Catalyst Capital Advisors
New York
$1.03M -$661K -2,399 -39%
FWM
2708
Finer Wealth Management
Massachusetts
$1.03M +$19K +69 +2%
LSA
2709
Lion Street Advisors
Texas
$1.03M -$51.8K -188 -5%
CAC
2710
Core Alternative Capital
Georgia
$1.02M -$2.28M -8,275 -69%
PIP
2711
Peachtree Investment Partners
Florida
$1.02M +$1.02M +3,704 New
SOAMC
2712
Spirit of America Management Corp
New York
$1.02M
WF
2713
Wayfinding Financial
Washington
$1.02M -$55.1K -185 -5%
WLPWM
2714
Walled Lake Planning & Wealth Management
Illinois
$1.01M +$635K +2,302 +167%
BMC
2715
Benin Management Corp
Connecticut
$1.01M +$127K +460 +14%
IWA
2716
IVC Wealth Advisors
Pennsylvania
$1.01M +$60.9K +221 +6%
CA
2717
Cannon Advisors
North Carolina
$1.01M +$2.21K +8 +0.2%
AI
2718
AXS Investments
New York
$1.01M -$1.14M -4,144 -53%
TBWA
2719
Three Bridge Wealth Advisors
California
$1.01M +$1.01M +3,667 New
TI
2720
Truepoint Inc
Ohio
$1.01M -$55.1K -200 -5%
AP
2721
Atwood & Palmer
Missouri
$1.01M +$79.9K +290 +9%
WIA
2722
Wetzel Investment Advisors
Indiana
$1.01M -$46.6K -169 -4%
NCTC
2723
New Covenant Trust Company
Indiana
$1M -$9.16K -34 -0.9%
MTIC
2724
Missouri Trust & Investment Company
Missouri
$1M +$20.1K +73 +2%
DFA
2725
DHJJ Financial Advisors
Illinois
$1M -$3.58K -13 -0.4%