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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 %
JA
3226
JVL Associates
Michigan
$312K -$3.01K -18 -1%
TWP
3227
Tower Wealth Partners
Pennsylvania
$312K +$52.9K +316 +20%
IA
3228
Inspire Advisors
Idaho
$311K -$2.27M -13,540 -88%
FC
3229
Financial Council
Maryland
$311K
FHC
3230
First Heartland Consultants
Missouri
$311K -$837 -5 -0.3%
PWMG
3231
Private Wealth Management Group
New Jersey
$311K +$116K +695 +60%
ABLA
3232
Alan B. Lancz & Associates
Ohio
$310K -$16.7K -100 -5%
NCM
3233
New Capital Management
Texas
$310K -$502 -3 -0.2%
HDA
3234
Harold Davidson & Associates
California
$309K -$23.4K -140 -7%
UB
3235
Umpqua Bank
Oregon
$309K +$33.5K +200 +12%
IFS
3236
Ifrah Financial Services
Arkansas
$309K -$28.8K -172 -9%
WQ
3237
Wealth Quarterback
New Jersey
$307K +$1.01K +6 +0.3%
BAWM
3238
Bennett Associates Wealth Management
Pennsylvania
$307K -$107K -639 -26%
WSFG
3239
Wall Street Financial Group
Illinois
$306K +$77K +460 +34%
PWA
3240
Provenance Wealth Advisors
Florida
$306K +$106K +636 +53%
CFA
3241
Capstone Financial Advisors
Illinois
$305K -$203K -1,215 -40%
UIM
3242
Unified Investment Management
Georgia
$305K -$234K -1,398 -43%
SIA
3243
SGL Investment Advisors
Montana
$305K +$74.4K +358 +32%
WFP
3244
Wrenne Financial Planning
Kentucky
$305K +$3.68K +22 +1%
MLFP
3245
MPS Loria Financial Planners
Illinois
$304K +$167 +1 +0.1%
MFWP
3246
Mosaic Family Wealth Partners
Missouri
$304K +$4.52K +27 +2%
N
3247
Numerai
California
$303K -$208K -1,243 -41%
JF
3248
JSF Financial
California
$303K -$1.09M -6,538 -78%
CSC
3249
Caldwell Sutter Capital
California
$303K -$33.8K -202 -10%
CGA
3250
Crescent Grove Advisors
Illinois
$303K +$74.7K +446 +33%