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Broadcom

4,222 hedge funds and large institutions have $1.16T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 368 funds opening new positions, 1,728 increasing their positions, 1,784 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 1,728 | Existing positions reduced: 1,784

1.99% less ownership

Funds ownership: 76.75%74.76% (-2%)

14% less call options, than puts

Call options by funds: $26.9B | Put options by funds: $31.2B

Holders
4,222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,002
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.9B
Puts
$31.2B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTD
3001
BankPlus Trust Department
Mississippi
$961K
OCG
3002
Opus Capital Group
Ohio
$958K
LFG
3003
Lockerman Financial Group
California
$957K
AIM
3004
Avanda Investment Management
Singapore
$957K
OWA
3005
Opal Wealth Advisors
New York
$956K
CAM
3006
Concorde Asset Management
Michigan
$956K
EL
3007
Essex LLC
Illinois
$952K
WPW
3008
Watershed Private Wealth
Illinois
$951K
AIA
3009
Allied Investment Advisors
Montana
$951K
NI
3010
Natural Investments
California
$950K
TS
3011
TradeWell Securities
Indiana
$947K
CFA
3012
Cahill Financial Advisors
Minnesota
$943K
KWM
3013
KFG Wealth Management
Indiana
$943K
MWP
3014
Madison Wealth Partners
Wisconsin
$943K
CIM
3015
Contravisory Investment Management
Massachusetts
$940K
TS
3016
Tamar Securities
California
$939K
BFO
3017
Boston Family Office
Massachusetts
$939K
OCPWS
3018
One Charles Private Wealth Services
Massachusetts
$939K
AIM
3019
Avity Investment Management
Connecticut
$939K
VWWMG
3020
Vermillion & White Wealth Management Group
Pennsylvania
$937K
AIFAIM
3021
American Institute for Advanced Investment Management
Arizona
$935K
WW
3022
Westshore Wealth
California
$935K
AIM
3023
Acropolis Investment Management
Missouri
$933K
MFG
3024
Midwest Financial Group
Kansas
$933K
OPWM
3025
Oakwell Private Wealth Management
Texas
$931K