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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
ITIM
2751
Indiana Trust & Investment Management
Indiana
$1.83M +$511K +1,430 +37%
RGF
2752
Retirement Guys Formula
Ohio
$1.83M +$501K +1,401 +36%
SCM
2753
Saxony Capital Management
Missouri
$1.83M +$110K +308 +6%
WF
2754
Whelan Financial
California
$1.83M -$22.2K -62 -1%
TC
2755
TAGStone Capital
North Carolina
$1.83M -$50.4K -141 -3%
1W
2756
1776 Wealth
Georgia
$1.83M +$3.58K +10 +0.2%
OFW
2757
Omnia Family Wealth
Florida
$1.82M -$2.86K -8 -0.2%
IAMOG
2758
Investors Asset Management of Georgia
Georgia
$1.82M
AWM
2759
Affinity Wealth Management
Delaware
$1.82M -$22.9K -64 -1%
CIM
2760
Corda Investment Management
Texas
$1.82M -$3.53M -9,880 -65%
TAM
2761
Townsend Asset Management
North Carolina
$1.82M -$17.5K -49 -0.9%
TTIC
2762
Tower Trust & Investment Company
Iowa
$1.82M +$45.4K +127 +2%
NWMG
2763
National Wealth Management Group
Ohio
$1.81M -$1.04M -2,918 -36%
SAM
2764
Sunstone Asset Management
New York
$1.81M +$1.87M +5,241 New
PB
2765
Prosperity Bancshares
Texas
$1.81M +$1.87M +5,240 New
CWA
2766
Consilio Wealth Advisors
Washington
$1.81M -$22.9K -64 -1%
PFA
2767
Petra Financial Advisors
Colorado
$1.81M -$3.93K -11 -0.2%
LI
2768
LifeWealth Investments
Florida
$1.81M -$2.05M -5,728 -52%
SFG
2769
SageGuard Financial Group
Tennessee
$1.8M +$1.86M +5,199 New
AI
2770
Arvest Investments
Arkansas
$1.8M -$16.4K -46 -0.9%
AIA
2771
Alternative Investment Advisors
Florida
$1.79M -$21.8K -61 -1%
EI
2772
Ellevest Inc
New York
$1.78M +$251K +702 +16%
MWM
2773
Meadowbrook Wealth Management
New York
$1.78M -$76.9K -215 -4%
MCM
2774
Magnolia Capital Management
New York
$1.78M
BCM
2775
BlueCrest Capital Management
Jersey
$1.78M +$1.84M +5,148 New