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Broadcom

4,262 hedge funds and large institutions have $1.17T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 374 funds opening new positions, 1,743 increasing their positions, 1,797 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 1,743 | Existing positions reduced: 1,797

1.89% less ownership

Funds ownership: 76.76%74.87% (-1.9%)

14% less call options, than puts

Call options by funds: $26.9B | Put options by funds: $31.2B

Holders
4,262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,011
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.9B
Puts
$31.2B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
3376
MPS Loria Financial Planners
Illinois
$600K
DWAM
3377
Duncan Williams Asset Management
Tennessee
$599K
SFG
3378
Sterling Financial Group
California
$599K
RCM
3379
Ridgepath Capital Management
Tennessee
$598K
TA
3380
TrueWealth Advisors
Alabama
$595K
CFGA
3381
Cambridge Financial Group (Arizona)
Arizona
$594K
IFS
3382
Ifrah Financial Services
Arkansas
$594K
CWM
3383
Cedar Wealth Management
California
$594K
ABLA
3384
Alan B. Lancz & Associates
Ohio
$594K
NCM
3385
New Capital Management
Texas
$593K
WAM
3386
Wakefield Asset Management
Colorado
$593K
SA
3387
Sage Advisors
Colorado
$591K
CC
3388
Cornerstone Capital
California
$591K
TWG
3389
The Wealth Group
Minnesota
$589K
PI
3390
Parkside Investments
Illinois
$587K
QAM
3391
Q3 Asset Management
Michigan
$587K
CA
3392
Carson Advisory
Georgia
$586K
MFWP
3393
Mosaic Family Wealth Partners
Missouri
$586K
NWM
3394
Napa Wealth Management
California
$586K
VC
3395
Veery Capital
Delaware
$585K
PBO
3396
Peoples Bank (Ohio)
Ohio
$584K
HBWM
3397
Hollow Brook Wealth Management
New York
$584K
BZWA
3398
Blue Zone Wealth Advisors
California
$584K
IA
3399
IMZ Advisory
Florida
$583K
HI
3400
Harrington Investments
California
$582K