We are live on ! Find out more
AVGO icon

Broadcom

4,700 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 630 funds opening new positions, 1,923 increasing their positions, 1,845 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 630 | Existing positions closed: 119

10% more funds holding

Funds holding: 4,2884,700 (+412)

8% more funds holding in top 10

Funds holding in top 10: 1,0201,105 (+85)

8% more capital invested

Capital invested by funds: $1.17T → $1.26T (+$94.6B)

1.96% more ownership

Funds ownership: 75.01%76.97% (+2%)

4% more repeat investments, than reductions

Existing positions increased: 1,923 | Existing positions reduced: 1,845

29% less call options, than puts

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

Holders
4,700
Holders Change
+412
Holders Change %
+9.61%
% of All Funds
57.17%
Holding in Top 10
1,105
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+8.33%
% of All Funds
13.44%
New
630
Increased
1,923
Reduced
1,845
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
GPW
2976
Genesis Private Wealth
Virginia
$1.42M +$212K +593 +17%
VC
2977
Vicus Capital
Pennsylvania
$1.42M -$143K -400 -9%
AA
2978
ACT Advisors
North Carolina
$1.42M -$34K -95 -2%
BAS
2979
Breakthru Advisory Services
Wisconsin
$1.42M +$46.1K +129 +3%
AGP
2980
Autumn Glory Partners
Texas
$1.41M -$50.1K -140 -3%
KL
2981
KilterHowling LLC
Colorado
$1.41M -$27.5K -77 -2%
BCM
2982
Barden Capital Management
Texas
$1.41M -$40.8K -114 -3%
FWM
2983
Finer Wealth Management
Massachusetts
$1.41M +$125K +350 +9%
OL
2984
one8zero8 LLC
North Carolina
$1.41M
SFS
2985
Strategic Financial Services
New York
$1.41M +$890K +2,490 +143%
UFF
2986
USA Financial Formulas
Michigan
$1.41M +$1.46M +4,072 New
LA
2987
Lynch & Associates
Indiana
$1.41M +$74.7K +209 +5%
MWM
2988
McNaughton Wealth Management
California
$1.41M +$94.4K +264 +7%
SWA
2989
Strategies Wealth Advisors
Michigan
$1.41M +$360K +1,007 +33%
CRM
2990
Cramer Rosenthal McGlynn
Connecticut
$1.41M -$1.45M -4,063 -50%
WAG
2991
Wallace Advisory Group
California
$1.41M +$273K +763 +23%
IWA
2992
Invera Wealth Advisors
Oregon
$1.4M -$148K -413 -9%
PW
2993
Potentia Wealth
California
$1.4M +$137K +383 +10%
EWS
2994
Evergreen Wealth Solutions
Pennsylvania
$1.4M +$270K +756 +23%
OC
2995
Opinicus Capital
Florida
$1.4M +$164K +459 +13%
CWA
2996
Clarity Wealth Advisors
California
$1.4M -$26.1K -73 -2%
CP
2997
Capital Planning
Washington
$1.4M +$11.8K +33 +0.8%
SL
2998
Salomon & Ludwin
Virginia
$1.39M +$41.1K +115 +3%
CF
2999
Claris Financial
Virginia
$1.39M +$1.19M +3,327 +491%
CIG
3000
Cascade Investment Group
Colorado
$1.39M -$256K -715 -15%