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Broadcom

4,631 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 586 funds opening new positions, 1,913 increasing their positions, 1,833 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2.17% more ownership

Funds ownership: 74.9%77.07% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 1,913 | Existing positions reduced: 1,833

29% less call options, than puts

Call options by funds: $24.3B | Put options by funds: $34.3B

Holders
4,631
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,091
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.3B
Puts
$34.3B
Net Calls
Net Calls Change

Top Buyers

1 +$4.08B
2 +$2.53B
3 +$2.31B
4
State Street
State Street
Massachusetts
+$1.8B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
2901
Key Client Fiduciary Advisors
New Jersey
$1.49M
RL
2902
Retireful LLC
Michigan
$1.49M
SLT
2903
St Louis Trust
Missouri
$1.49M
JLBC
2904
J.L. Bainbridge & Co
Florida
$1.49M
CCG
2905
Catalina Capital Group
California
$1.49M
AI
2906
AXS Investments
New York
$1.49M
CPM
2907
Connective Portfolio Management
New York
$1.49M
FH
2908
FWG Holdings
Florida
$1.49M
CSA
2909
Cottage Street Advisors
Massachusetts
$1.49M
OAM
2910
Occidental Asset Management
California
$1.48M
PCG
2911
PFC Capital Group
California
$1.48M
LA
2912
Lifeworks Advisors
Michigan
$1.47M
EWA
2913
Emergent Wealth Advisors
New York
$1.47M
MIC
2914
Maxi Investments CY
Cyprus
$1.47M
CA
2915
Calton & Associates
Florida
$1.47M
MWA
2916
Midland Wealth Advisors
Illinois
$1.47M
RW
2917
Rockport Wealth
Ohio
$1.47M
MAG
2918
Meadowbrook Advisors Group
New Jersey
$1.46M
GC
2919
Gilbert & Cook
Iowa
$1.46M
HCM
2920
Hall Capital Management
Rhode Island
$1.46M
PG
2921
Prostatis Group
Maryland
$1.46M
CPW
2922
Catalyst Private Wealth
California
$1.46M
QWM
2923
QP Wealth Management
New Jersey
$1.46M
PWM
2924
Peterson Wealth Management
Nevada
$1.46M
ECA
2925
Elevated Capital Advisors
Utah
$1.46M