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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 %
MWP
2701
Meridian Wealth Partners
Pennsylvania
$647K +$2.01K +12 +0.3%
TI
2702
Truepoint Inc
Ohio
$647K -$62.5K -373 -9%
GPA
2703
Guidance Point Advisors
Massachusetts
$647K +$1.34K +8 +0.2%
WWM
2704
WJ Wealth Management
Arizona
$646K +$16.4K +98 +3%
CWM
2705
Cherrydale Wealth Management
New Jersey
$645K -$51.9K -310 -7%
WF
2706
WoodTrust Financial
Wisconsin
$645K +$343K +2,049 +113%
FZCM
2707
Flynn Zito Capital Management
New York
$645K +$25.3K +151 +4%
RPGK
2708
Retirement Planning Group (Kansas)
Kansas
$643K +$268K +1,598 +71%
APW
2709
Aurora Private Wealth
New Jersey
$641K +$5.03K +30 +0.8%
LWM
2710
LJI Wealth Management
Indiana
$641K -$16.6K -99 -3%
WIA
2711
Wetzel Investment Advisors
Indiana
$640K -$14.4K -86 -2%
NCTC
2712
New Covenant Trust Company
Indiana
$637K -$1.86K -11 -0.3%
OWA
2713
ORBA Wealth Advisors
Illinois
$636K
CA
2714
Callahan Advisors
Texas
$635K -$107K -637 -14%
FWTB
2715
First Western Trust Bank
Colorado
$634K +$82.7K +494 +15%
EMFAT
2716
Emerald Mutual Fund Advisers Trust
Pennsylvania
$633K +$26.6K +159 +4%
TC
2717
Tejara Capital
United Kingdom
$631K
FWP
2718
Firethorn Wealth Partners
Georgia
$630K +$171K +1,023 +37%
DW30
2719
Drucker Wealth 3.0
New Jersey
$630K +$234K +1,400 +59%
CPRC
2720
Consolidated Portfolio Review Corp
New York
$630K +$34.5K +206 +6%
PCMC
2721
Paragon Capital Management (Colorado)
Colorado
$629K +$629K +3,754 New
KBFS
2722
Kohmann Bosshard Financial Services
Ohio
$628K +$2.34K +14 +0.4%
HWM
2723
Hemington Wealth Management
Virginia
$626K +$27.9K +167 +5%
SIA
2724
SkyView Investment Advisors
New Jersey
$626K +$56.9K +340 +10%
AFA
2725
Allium Financial Advisors
Oregon
$625K +$625K +3,734 New