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Broadcom

4,700 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 630 funds opening new positions, 1,923 increasing their positions, 1,845 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 630 | Existing positions closed: 119

10% more funds holding

Funds holding: 4,2884,700 (+412)

8% more funds holding in top 10

Funds holding in top 10: 1,0201,105 (+85)

8% more capital invested

Capital invested by funds: $1.17T → $1.26T (+$94.6B)

1.96% more ownership

Funds ownership: 75.01%76.97% (+2%)

4% more repeat investments, than reductions

Existing positions increased: 1,923 | Existing positions reduced: 1,845

29% less call options, than puts

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

Holders
4,700
Holders Change
+412
Holders Change %
+9.61%
% of All Funds
57.17%
Holding in Top 10
1,105
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+8.33%
% of All Funds
13.44%
New
630
Increased
1,923
Reduced
1,845
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
CI
3001
Corient IA
Florida
$1.38M
LCM
3002
Lattice Capital Management
Washington
$1.38M
FLC
3003
Fifth Lane Capital
Texas
$1.38M +$626K +1,750 +78%
BCM
3004
Barrier Capital Management
California
$1.38M +$1.43M +3,998 New
PC
3005
PCB Capital
New Jersey
$1.38M +$1.43M +3,987 New
AIC
3006
Argus Investors Counsel
New York
$1.38M -$50.4K -141 -3%
AHIA
3007
Andrew Hill Investment Advisors
Florida
$1.38M +$1.42M +3,983 New
TCM
3008
Telos Capital Management
California
$1.38M -$24.3K -68 -2%
SIC
3009
Samalin Investment Counsel
New York
$1.38M -$148K -415 -9%
OAS
3010
Optivise Advisory Services
Tennessee
$1.38M +$246K +688 +21%
IA
3011
Invested Advisors
Pennsylvania
$1.37M -$190K -532 -12%
BP
3012
BWM Planning
Texas
$1.37M +$34.3K +96 +2%
MWA
3013
Medallion Wealth Advisors
Connecticut
$1.37M -$55.4K -155 -4%
PFG
3014
PAX Financial Group
Texas
$1.37M +$104K +290 +8%
KCPG
3015
Kavar Capital Partners Group
Kansas
$1.37M +$21.5K +60 +2%
CPW
3016
Cogent Private Wealth
Florida
$1.37M +$1.41M +3,945 New
ITG
3017
Index Technologies Group
New York
$1.36M +$1.41M +3,935 New
CFS
3018
Coordinated Financial Services
Colorado
$1.36M +$47.9K +134 +4%
OIC
3019
Orion Investment Company
Missouri
$1.36M +$12.9K +36 +0.9%
EPW
3020
Elevated Private Wealth
Wisconsin
$1.36M +$1.4M +3,921 New
USWIA
3021
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.35M -$19K -53 -1%
WF
3022
WoodTrust Financial
Wisconsin
$1.35M
ECM
3023
Elgethun Capital Management
South Dakota
$1.34M
PI
3024
Pettee Investors
Connecticut
$1.34M -$114K -319 -8%
GC
3025
Granville Capital
North Carolina
$1.34M +$1.39M +3,875 New