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Broadcom

4,701 hedge funds and large institutions have $1.28T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 631 funds opening new positions, 1,924 increasing their positions, 1,844 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 631 | Existing positions closed: 119

10% more funds holding

Funds holding: 4,2884,701 (+413)

9% more capital invested

Capital invested by funds: $1.17T → $1.28T (+$108B)

8% more funds holding in top 10

Funds holding in top 10: 1,0201,106 (+86)

2.77% more ownership

Funds ownership: 75.01%77.79% (+2.8%)

4% more repeat investments, than reductions

Existing positions increased: 1,924 | Existing positions reduced: 1,844

29% less call options, than puts

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

Holders
4,701
Holders Change
+413
Holders Change %
+9.63%
% of All Funds
57.17%
Holding in Top 10
1,106
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+8.43%
% of All Funds
13.45%
New
631
Increased
1,924
Reduced
1,844
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
CIG
3001
Cascade Investment Group
Colorado
$1.39M -$256K -715 -15%
CI
3002
Corient IA
Florida
$1.38M
LCM
3003
Lattice Capital Management
Washington
$1.38M
FLC
3004
Fifth Lane Capital
Texas
$1.38M +$626K +1,750 +78%
BCM
3005
Barrier Capital Management
California
$1.38M +$1.43M +3,998 New
PC
3006
PCB Capital
New Jersey
$1.38M +$1.43M +3,987 New
AIC
3007
Argus Investors Counsel
New York
$1.38M -$50.4K -141 -3%
AHIA
3008
Andrew Hill Investment Advisors
Florida
$1.38M +$1.42M +3,983 New
TCM
3009
Telos Capital Management
California
$1.38M -$24.3K -68 -2%
SIC
3010
Samalin Investment Counsel
New York
$1.38M -$148K -415 -9%
OAS
3011
Optivise Advisory Services
Tennessee
$1.38M +$246K +688 +21%
IA
3012
Invested Advisors
Pennsylvania
$1.37M -$190K -532 -12%
BP
3013
BWM Planning
Texas
$1.37M +$34.3K +96 +2%
MWA
3014
Medallion Wealth Advisors
Connecticut
$1.37M -$55.4K -155 -4%
PFG
3015
PAX Financial Group
Texas
$1.37M +$104K +290 +8%
KCPG
3016
Kavar Capital Partners Group
Kansas
$1.37M +$21.5K +60 +2%
CPW
3017
Cogent Private Wealth
Florida
$1.37M +$1.41M +3,945 New
ITG
3018
Index Technologies Group
New York
$1.36M +$1.41M +3,935 New
CFS
3019
Coordinated Financial Services
Colorado
$1.36M +$47.9K +134 +4%
OIC
3020
Orion Investment Company
Missouri
$1.36M +$12.9K +36 +0.9%
EPW
3021
Elevated Private Wealth
Wisconsin
$1.36M +$1.4M +3,921 New
USWIA
3022
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.35M -$19K -53 -1%
WF
3023
WoodTrust Financial
Wisconsin
$1.35M
ECM
3024
Elgethun Capital Management
South Dakota
$1.34M
PI
3025
Pettee Investors
Connecticut
$1.34M -$114K -319 -8%