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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
LC
2901
Lawood & Co
Pennsylvania
$1.55M +$1.6M +4,470 New
UBG
2902
United Bank (Georgia)
Georgia
$1.54M +$1.33M +3,720 +504%
PMSA
2903
Patrick M. Sweeney & Associates
Illinois
$1.54M -$133K -371 -8%
PFWA
2904
Paces Ferry Wealth Advisors
Georgia
$1.54M -$74.4K -208 -4%
CAM
2905
Cidel Asset Management
Ontario, Canada
$1.53M -$264K -739 -14%
SMG
2906
Smart Money Group
Texas
$1.53M -$108K -302 -6%
NP
2907
Ninepoint Partners
Ontario, Canada
$1.53M -$7.51K -21 -0.5%
MBFW
2908
Morton Brown Family Wealth
Pennsylvania
$1.53M -$84K -235 -5%
LBC
2909
Leigh Baldwin & Co
New York
$1.53M +$6.79K +19 +0.4%
NB
2910
Northwest Bancshares
Pennsylvania
$1.53M -$6.44K -18 -0.4%
ECA
2911
Elevate Capital Advisors
Colorado
$1.53M +$1.01M +2,824 +178%
HIF
2912
Hill Island Financial
Michigan
$1.52M +$101K +283 +7%
AT
2913
Arlington Trust
Alabama
$1.52M -$4.14M -11,566 -72%
RTC
2914
Riverview Trust Company
Washington
$1.52M +$6.08K +17 +0.4%
MCM
2915
Morton Capital Management
California
$1.52M +$33.3K +93 +2%
BCMLT
2916
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.51M +$40.4K +113 +3%
CHP
2917
Castle Hook Partners
New York
$1.51M -$3.14M -8,783 -67%
XPN
2918
XY Planning Network
Montana
$1.51M +$289K +809 +23%
WKWM
2919
Walter & Keenan Wealth Management
Indiana
$1.51M +$30K +84 +2%
BPW
2920
BlueDoor Private Wealth
Massachusetts
$1.51M +$1.56M +4,349 New
AWM
2921
Aries Wealth Management
Maine
$1.5M +$158K +443 +11%
WLPWM
2922
Walled Lake Planning & Wealth Management
Illinois
$1.5M +$108K +303 +7%
OAM
2923
Oxford Asset Management
United Kingdom
$1.5M +$1.18M +3,299 +315%
CCA
2924
Cypress Capital Advisors
Tennessee
$1.5M -$9.65K -27 -0.6%
DAM
2925
Deepwater Asset Management
Minnesota
$1.5M -$432K -1,208 -22%