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Broadcom

4,272 hedge funds and large institutions have $1.17T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 375 funds opening new positions, 1,747 increasing their positions, 1,800 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: 1,747 | Existing positions reduced: 1,800

1.88% less ownership

Funds ownership: 76.8%74.91% (-1.9%)

14% less call options, than puts

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

Holders
4,272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,014
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
SFG
3451
Shum Financial Group
California
$551K
MWM
3452
MinichMacGregor Wealth Management
New York
$551K
SWM
3453
Shelton Wealth Management
Texas
$549K
SFG
3454
SNS Financial Group
Minnesota
$548K
UPS
3455
UHLMANN PRICE SECURITIES
Illinois
$546K
FGAM
3456
Financial Gravity Asset Management
Texas
$545K
GB
3457
Goepper Burkhardt
South Carolina
$544K
EFG
3458
Ehrlich Financial Group
California
$543K
RA
3459
Ruggaard & Associates
Ohio
$541K
BIA
3460
Bell Investment Advisors
California
$540K
WW
3461
Waterfront Wealth
Kansas
$540K
PCM
3462
Polymer Capital Management
New York
$539K
FGG
3463
Financial Guidance Group
Florida
$538K
FEM
3464
Fulcrum Equity Management
Texas
$537K
FA
3465
FF Advisors
California
$537K
TIM
3466
Tortoise Investment Management
New York
$537K
SCP
3467
Stevens Capital Partners
Nebraska
$536K
FCCM
3468
First City Capital Management
Georgia
$535K
VWM
3469
Verus Wealth Management
Wisconsin
$535K
RIS
3470
Retirement Income Solutions
Michigan
$533K
AFAS
3471
Acorn Financial Advisory Services
Virginia
$533K
EWP
3472
Elevation Wealth Partners
California
$531K
GFPC
3473
Global Financial Private Client
Florida
$530K
JPLA
3474
Joseph P. Lucia & Associates
New York
$530K
WAM
3475
Weinberger Asset Management
California
$529K