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Broadcom

3,996 hedge funds and large institutions have $992B invested in Broadcom in 2025 Q2 according to their latest regulatory filings, with 477 funds opening new positions, 1,782 increasing their positions, 1,475 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,996
Holders Change
+234
Holders Change %
+6.22%
% of All Funds
53.57%
Holding in Top 10
911
Holding in Top 10 Change
+371
Holding in Top 10 Change %
+68.7%
% of All Funds
12.21%
New
477
Increased
1,782
Reduced
1,475
Closed
161
Calls
$22.6B
Puts
$24.6B
Net Calls
-$1.98B
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Shares
Change %
2WWM
3476
21 West Wealth Management
California
$344K +$344K +1,248 New
PWS
3477
Proactive Wealth Strategies
Georgia
$344K +$11.6K +42 +3%
WHCI
3478
W.H. Cornerstone Investments
Massachusetts
$344K +$551 +2 +0.2%
ML
3479
Mayport LLC
Massachusetts
$342K -$106K -383 -24%
AWM
3480
Altus Wealth Management
Kentucky
$342K -$2.76K -10 -0.8%
WCWM
3481
Willow Creek Wealth Management
California
$342K +$342K +1,239 New
CFG
3482
Carter Financial Group
Illinois
$341K +$341K +1,236 New
WAM
3483
WFA Asset Management
Wisconsin
$340K
TF
3484
Tudor Financial
Ohio
$340K -$3.31K -12 -1%
WPA
3485
Wealth Preservation Advisors
Tennessee
$340K -$7.17K -26 -2%
MWM
3486
Momentous Wealth Management
Washington
$340K -$25.4K -92 -7%
DWM
3487
Dogwood Wealth Management
Kansas
$337K -$1.65M -6,070 -83%
TAM
3488
TCP Asset Management
Ohio
$337K +$337K +1,224 New
HA
3489
Helium Advisors
Washington
$337K -$128K -464 -28%
PCA
3490
Private Capital Advisors
Connecticut
$337K +$337K +1,223 New
HC
3491
Headland Capital
South Carolina
$337K +$337K +1,221 New
LOPW
3492
Live Oak Private Wealth
North Carolina
$336K +$336K +1,219 New
OIS
3493
OneAscent Investment Solutions
Alabama
$336K -$50.2K -182 -13%
KFS
3494
Kaizen Financial Strategies
California
$335K +$335K +1,217 New
CCM
3495
Consolidated Capital Management
California
$335K -$17.6K -64 -5%
CCP
3496
Carmel Capital Partners
California
$335K -$25.1K -91 -7%
ASG
3497
Ariston Services Group
California
$335K
AV
3498
Aspiring Ventures
Ohio
$334K +$8.55K +31 +3%
5W
3499
5T Wealth
California
$334K +$334K +1,211 New
WFPG
3500
Waller Financial Planning Group
Ohio
$333K -$192K -695 -37%