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Broadcom

4,236 hedge funds and large institutions have $1.16T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 370 funds opening new positions, 1,729 increasing their positions, 1,793 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:

4% less repeat investments, than reductions

Existing positions increased: 1,729 | Existing positions reduced: 1,793

1.99% less ownership

Funds ownership: 76.77%74.78% (-2%)

14% less call options, than puts

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

Holders
4,236
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,006
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
LOIP
3001
Live Oak Investment Partners
Texas
$978K
PFA
3002
Pathway Financial Advisors
Vermont
$977K
CP
3003
Creekside Partners
California
$976K
WCP
3004
Wealthcare Capital Partners
Pennsylvania
$976K
WC
3005
Weil Company
California
$975K
PIM
3006
Pullen Investment Management
Florida
$971K
BTD
3007
BankPlus Trust Department
Mississippi
$961K
OCG
3008
Opus Capital Group
Ohio
$958K
LFG
3009
Lockerman Financial Group
California
$957K
AIM
3010
Avanda Investment Management
Singapore
$957K
OWA
3011
Opal Wealth Advisors
New York
$956K
CAM
3012
Concorde Asset Management
Michigan
$956K
EL
3013
Essex LLC
Illinois
$952K
WPW
3014
Watershed Private Wealth
Illinois
$951K
AIA
3015
Allied Investment Advisors
Montana
$951K
NI
3016
Natural Investments
California
$950K
TS
3017
TradeWell Securities
Indiana
$947K
CFA
3018
Cahill Financial Advisors
Minnesota
$943K
KWM
3019
KFG Wealth Management
Indiana
$943K
MWP
3020
Madison Wealth Partners
Wisconsin
$943K
CIM
3021
Contravisory Investment Management
Massachusetts
$940K
TS
3022
Tamar Securities
California
$939K
BFO
3023
Boston Family Office
Massachusetts
$939K
OCPWS
3024
One Charles Private Wealth Services
Massachusetts
$939K
AIM
3025
Avity Investment Management
Connecticut
$939K