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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 %
IAS
3126
Investment Advisory Services
Texas
$580K +$7.44K +27 +1%
BCM
3127
Bourgeon Capital Management
Connecticut
$579K +$579K +2,101 New
BTWM
3128
Brass Tax Wealth Management
Ohio
$579K -$82.1K -298 -12%
LWM
3129
Laidlaw Wealth Management
New York
$579K -$586K -2,126 -50%
CWA
3130
Core Wealth Advisors
Florida
$579K +$242K +878 +72%
NEPPG
3131
New England Professional Planning Group
Rhode Island
$576K
CIAS
3132
CBIZ Investment Advisory Services
Ohio
$576K -$68.4K -248 -11%
ZI
3133
ZEGA Investments
Florida
$575K -$343K -1,244 -37%
WA
3134
WPG Advisers
Maryland
$574K -$55.4K -201 -9%
SWA
3135
Strata Wealth Advisors
Texas
$573K +$231K +837 +67%
WPWM
3136
Western Pacific Wealth Management
Illinois
$572K -$48.2K -175 -8%
SC
3137
Solstein Capital
California
$572K +$264K +956 +85%
WCP
3138
Wick Capital Partners
Pennsylvania
$571K +$571K +4,253 New
VI
3139
VanderPol Investments
Michigan
$571K -$31.4K -114 -5%
BONST
3140
Bank of Nova Scotia Trust
Ontario, Canada
$571K +$551 +2 +0.1%
PPW
3141
Pasadena Private Wealth
California
$568K +$551 +2 +0.1%
GA
3142
GFS Advisors
Texas
$567K +$567K +2,057 New
SA
3143
Sage Advisors
Colorado
$566K +$130K +473 +30%
IWP
3144
Innova Wealth Partners
Pennsylvania
$566K +$142K +515 +34%
ITB
3145
Idaho Trust Bank
Idaho
$565K -$388K -1,408 -41%
MKA
3146
M. Kulyk & Associates
Georgia
$564K +$68.1K +247 +14%
SO
3147
Sierra Ocean
California
$564K -$12.4K -45 -2%
HNW
3148
High Note Wealth
Minnesota
$562K -$17.6K -64 -3%
KOMWMG
3149
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$561K +$103K +375 +23%
AWM
3150
Activest Wealth Management
Florida
$561K +$28.4K +103 +5%