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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 %
BWM
3401
Bernard Wealth Management
Michigan
$243K +$12.1K +72 +5%
LIA
3402
LifePlan Investment Advisors
North Carolina
$243K -$1.17K -7 -0.5%
NA
3403
Note Advisors
New York
$243K
RIS
3404
Retirement Income Solutions
Michigan
$243K
1CP
3405
17 Capital Partners
Arizona
$243K +$75.3K +450 +45%
BEC
3406
Blue Edge Capital
Virginia
$243K
PRTG
3407
Post Resch Tallon Group
New York
$242K -$12.4K -75 -5%
AV
3408
Aspiring Ventures
Ohio
$242K +$39.3K +192 +19%
WJA
3409
Willis Johnson & Associates
Texas
$241K -$6.86K -41 -3%
NSIM
3410
North Star Investment Management
Illinois
$241K +$670 +4 +0.3%
CA
3411
Clune & Associates
Illinois
$240K
BIA
3412
Bell Investment Advisors
California
$240K +$1.01K +6 +0.4%
AFA
3413
American Financial Advisors
Georgia
$240K +$8.7K +52 +4%
HWMT
3414
Heritage Wealth Management (Texas)
Texas
$239K
FDCP
3415
Foster Dykema Cabot & Partners
Massachusetts
$239K
MCM
3416
Marathon Capital Management
Maryland
$239K -$4.19K -25 -2%
MWM
3417
Mascoma Wealth Management
New Hampshire
$238K -$30.1K -180 -11%
UWP
3418
Uniting Wealth Partners
Kansas
$238K
SWM
3419
SilverOak Wealth Management
Minnesota
$238K
FNC
3420
First National Corp
Massachusetts
$238K
MFC
3421
Morris Financial Concepts
South Carolina
$238K +$19.1K +114 +9%
ONSWM
3422
Old North State Wealth Management
North Carolina
$237K -$8.24K -49 -3%
LPAM
3423
Lodestar Private Asset Management
California
$237K +$46.9K +280 +25%
DI
3424
DAGCO Inc
Ohio
$237K +$237K +1,413 New
VW
3425
Veridan Wealth
Oregon
$236K +$5.86K +35 +3%