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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 %
EAM
3001
Empirical Asset Management
Massachusetts
$667K +$6.06K +22 +0.9%
SIC
3002
Sterling Investment Counsel
New York
$665K -$1.02M -3,688 -60%
LAM
3003
Lakewood Asset Management
Illinois
$665K -$23.4K -85 -3%
AIA
3004
Alternative Investment Advisors
Florida
$664K -$24.8K -90 -4%
TCWM
3005
Total Clarity Wealth Management
Illinois
$663K +$175K +635 +36%
CWMGO
3006
Capstone Wealth Management Group (Oregon)
Oregon
$662K -$60.1K -218 -8%
MCAI
3007
Members Capital Advisors Inc
Wisconsin
$662K
KNFPWM
3008
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$660K +$2.76K +10 +0.4%
BPW
3009
BLVD Private Wealth
Kentucky
$660K +$660K +2,394 New
WTA
3010
Washington Trust Advisors
Massachusetts
$660K -$25.4K -92 -4%
AOI
3011
Auto-Owners Insurance
Michigan
$659K -$179M -647,610 -100%
BAWM
3012
Bennett Associates Wealth Management
Pennsylvania
$655K +$149K +542 +30%
HAC
3013
Harbor Advisory Corp
New Hampshire
$653K
LRIA
3014
Leonard Rickey Investment Advisors
Washington
$653K -$37.5K -136 -5%
TCM
3015
Tuttle Capital Management
Connecticut
$651K +$651K +2,361 New
HTIM
3016
Harbour Trust & Investment Management
Indiana
$649K +$47.1K +171 +8%
GMFG
3017
Greater Midwest Financial Group
Minnesota
$649K -$62.8K -228 -9%
WA
3018
WBH Advisory
Maryland
$649K -$97K -352 -13%
AGP
3019
Aspire Growth Partners
Florida
$649K -$420K -1,525 -39%
RIP
3020
Reliant Investment Partners
North Carolina
$648K +$648K +2,351 New
CPG
3021
Cornerstone Planning Group
New Jersey
$648K +$6.74K +23 +1%
TA
3022
Tactive Advisors
Florida
$648K +$648K +2,350 New
BW
3023
BostonPremier Wealth
Massachusetts
$648K +$648K +2,350 New
MFS
3024
McNamara Financial Services
Massachusetts
$647K
BWM
3025
Birchcreek Wealth Management
Ohio
$647K +$16.3K +59 +3%