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Broadcom

3,762 hedge funds and large institutions have $591B invested in Broadcom in 2025 Q1 according to their latest regulatory filings, with 246 funds opening new positions, 1,745 increasing their positions, 1,525 reducing their positions, and 271 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,762
Holders Change
-104
Holders Change %
-2.69%
% of All Funds
51.1%
Holding in Top 10
540
Holding in Top 10 Change
-282
Holding in Top 10 Change %
-34.31%
% of All Funds
7.33%
New
246
Increased
1,745
Reduced
1,525
Closed
271
Calls
$14.1B
Puts
$16.6B
Net Calls
-$2.48B
Net Calls Change
+$819M
Name Holding Trade Value Shares
Change
Shares
Change %
MAMG
3001
Milestone Asset Management Group
Connecticut
$420K +$837 +5 +0.2%
CWM
3002
CCG Wealth Management
California
$419K +$51.2K +306 +14%
AIA
3003
Alternative Investment Advisors
Florida
$419K -$28.1K -168 -6%
KRW
3004
Kaufman Rossin Wealth
Florida
$418K +$418K +2,499 New
LAM
3005
Lakewood Asset Management
Illinois
$418K -$180K -1,073 -30%
CAM
3006
Costello Asset Management
Pennsylvania
$417K +$417K +2,490 New
WTA
3007
Washington Trust Advisors
Massachusetts
$416K +$75.5K +451 +22%
WI
3008
WBI Investments
New Jersey
$416K +$416K +2,483 New
HI
3009
Hudock Inc
Pennsylvania
$415K +$46.6K +278 +13%
TCM
3010
Tandem Capital Management
New Jersey
$415K +$258K +1,540 +164%
DFC
3011
DB Fitzpatrick & Co
Idaho
$415K -$42K -251 -9%
CCM
3012
Cohen Capital Management
California
$414K
CG
3013
Clifford Group
Massachusetts
$413K
KW
3014
Keyvantage Wealth
Pennsylvania
$413K -$19.9K -119 -5%
EWS
3015
Evergreen Wealth Solutions
Pennsylvania
$412K -$135K -807 -25%
CWM
3016
Chemistry Wealth Management
New York
$411K +$3.52K +21 +0.9%
TCWM
3017
Total Clarity Wealth Management
Illinois
$411K
SA
3018
Shilanski & Associates
Alaska
$410K -$1.17K -7 -0.3%
MWM
3019
Maripau Wealth Management
Indiana
$410K -$7.2K -43 -2%
BL
3020
Balentine LLC
Georgia
$410K -$173K -1,035 -30%
PCM
3021
Permanent Capital Management
Illinois
$409K +$16.4K +98 +4%
KWM
3022
KFG Wealth Management
Indiana
$408K +$29.1K +174 +8%
IAA
3023
Ironsides Asset Advisors
North Carolina
$408K +$4.19K +25 +1%
LGA
3024
Lebenthal Global Advisors
New York
$406K -$78K -466 -16%
EBSAM
3025
Eubel Brady & Suttman Asset Management
Ohio
$406K +$46K +275 +13%