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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 %
YWM
2976
Yoder Wealth Management
California
$695K +$57.3K +208 +9%
LAS
2977
Legacy Advisory Services
Pennsylvania
$694K +$1.1K +4 +0.2%
MSWA
2978
Marshall & Sterling Wealth Advisors
New York
$692K +$126K +460 +22%
HIA
2979
Harvest Investment Advisors
Florida
$691K -$232K -841 -25%
KWM
2980
KFG Wealth Management
Indiana
$690K +$18.7K +68 +3%
BAM
2981
BOCHK Asset Management
Hong Kong
$689K +$689K +2,500 New
CAG
2982
Curtis Advisory Group
California
$689K +$689K +2,500 New
RIS
2983
Richmond Investment Services
Wisconsin
$689K +$689K +2,499 New
MHWM
2984
Montz Harcus Wealth Management
Louisiana
$687K -$33.4K -121 -5%
LGW
2985
Leslie Global Wealth
Illinois
$686K -$43.6K -158 -6%
EBSAM
2986
Eubel Brady & Suttman Asset Management
Ohio
$685K +$16.8K +61 +3%
AA
2987
Aufman Associates
Pennsylvania
$684K -$32.8K -119 -5%
TCM
2988
Tandem Capital Management
New Jersey
$684K
NWA
2989
New World Advisors
Massachusetts
$684K +$684K +2,480 New
OCM
2990
Orleans Capital Management
Louisiana
$682K +$682K +2,475 New
MAG
2991
Mayfair Advisory Group
Alabama
$682K +$7.93K +26 +1%
CCM
2992
Cohen Capital Management
California
$681K
CF
2993
Clarity Financial
Texas
$681K +$13K +47 +2%
AAG
2994
Armstrong Advisory Group
Massachusetts
$678K +$48.8K +177 +8%
DFC
2995
DB Fitzpatrick & Co
Idaho
$676K -$6.62K -24 -1%
GWA
2996
Gutierrez Wealth Advisory
Arkansas
$675K -$202K -734 -23%
TSWM
2997
Tyler-Stone Wealth Management
Ohio
$672K -$92.3K -335 -12%
SA
2998
Shilanski & Associates
Alaska
$671K -$3.86K -14 -0.6%
SWMP
2999
Signature Wealth Management Partners
New Jersey
$670K +$138K +502 +26%
SWM
3000
Sagace Wealth Management
Florida
$668K -$48K -174 -7%