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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 %
CAM
3426
Claret Asset Management
Quebec, Canada
$236K -$317K -1,366 Closed
CIM
3427
Corbyn Investment Management
Maryland
$236K -$28.6K -171 -11%
BWM
3428
Brown Wealth Management
Illinois
$235K +$15.1K +90 +7%
EL
3429
EQ LLC
Washington
$234K
CSB
3430
City State Bank
Iowa
$234K +$1.67K +10 +0.7%
STCOSD
3431
Sageworth Trust Company of South Dakota
South Dakota
$234K +$234K +1,400 New
SCI
3432
S&CO Inc
Massachusetts
$234K
OIS
3433
OneAscent Investment Solutions
Alabama
$234K +$234K +1,400 New
SAM
3434
Strive Asset Management
Ohio
$234K +$68.6K +410 +42%
WW
3435
Waterfront Wealth
Kansas
$232K +$4.35K +26 +2%
FS
3436
Financial Symmetry
North Carolina
$231K -$101K -603 -30%
MIM
3437
Montgomery Investment Management
Maryland
$231K
WLPWM
3438
Walled Lake Planning & Wealth Management
Illinois
$231K -$9.88K -59 -4%
TIM
3439
Tortoise Investment Management
New York
$230K -$285K -1,704 -55%
PFM
3440
Phillips Financial Management
Indiana
$229K +$8.04K +48 +4%
CFO
3441
Custos Family Office
Texas
$228K +$77.5K +463 +51%
LWP
3442
LMG Wealth Partners
Louisiana
$228K
OCFG
3443
O'Connor Financial Group
Illinois
$227K +$1.67K +10 +0.7%
KFA
3444
Kelleher Financial Advisors
New York
$226K -$177K -1,055 -44%
WWA
3445
Wingate Wealth Advisors
Massachusetts
$226K
AWAP
3446
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$226K -$376K -2,248 -62%
TCM
3447
TABR Capital Management
California
$225K -$17.3K -103 -7%
BDL
3448
Bey-Douglas LLC
Georgia
$225K -$50.4K -301 -18%
PAG
3449
Powers Advisory Group
Illinois
$224K +$40.9K +244 +22%
WDA
3450
Wendell David Associates
New Hampshire
$224K