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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
BSI
3351
Bennett Selby Investments
Maine
$914K
VFP
3352
Vilga Financial Planning
New Jersey
$913K +$944K +2,639 New
TWM
3353
Thryve Wealth Management
Texas
$913K +$943K +2,638 New
TCM
3354
Triumph Capital Management
Colorado
$911K -$1.2M -3,365 -56%
RCWM
3355
Royal Capital Wealth Management
Indiana
$910K
LRIA
3356
Leonard Rickey Investment Advisors
Washington
$908K +$7.51K +21 +0.8%
PFM
3357
Phillips Financial Management
Indiana
$908K -$129K -361 -12%
RFA
3358
Rollins Financial Advisors
New York
$908K +$66.9K +187 +8%
FPH
3359
Financial Planning Hawaii
Hawaii
$904K +$934K +2,612 New
CPL
3360
CAP Partners LLC
Tennessee
$904K -$22.5K -63 -2%
EIP
3361
Ellis Investment Partners
Pennsylvania
$903K +$8.94K +25 +1%
SL
3362
Sentry LLC
Tennessee
$902K
MPW
3363
MA Private Wealth
California
$902K +$93.3K +261 +11%
AFWM
3364
Arta Finance Wealth Management
California
$902K +$932K +2,607 New
TSS
3365
Two Sigma Securities
New York
$902K -$471K -1,318 -34%
CAM
3366
Concorde Asset Management
Michigan
$902K -$69.4K -194 -7%
AAG
3367
Armstrong Advisory Group
Massachusetts
$901K -$10.4K -29 -1%
SDWMA
3368
Schneider Downs Wealth Management Advisors
Pennsylvania
$900K +$930K +2,601 New
ACM
3369
Ashford Capital Management
Delaware
$900K -$179K -500 -16%
SC
3370
Summa Corp
Texas
$897K -$25.7K -72 -3%
MSWMA
3371
Market Street Wealth Management Advisors
Indiana
$897K +$109K +305 +13%
PCM
3372
Park Capital Management
Wisconsin
$895K -$731K -2,045 -44%
NWM
3373
Nova Wealth Management
Florida
$894K +$46.5K +130 +5%
EPG
3374
Estate Planners Group
Pennsylvania
$894K +$923K +2,582 New
FHC
3375
First Heartland Consultants
Missouri
$893K -$13.9K -39 -1%