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Broadcom

3,997 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, 1,476 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,997
Holders Change
+235
Holders Change %
+6.25%
% of All Funds
53.56%
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
1,476
Closed
161
Calls
$22.6B
Puts
$24.6B
Net Calls
-$1.98B
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Shares
Change %
CGA
3476
Crescent Grove Advisors
Illinois
$345K -$153K -556 -31%
2WWM
3477
21 West Wealth Management
California
$344K +$344K +1,248 New
PWS
3478
Proactive Wealth Strategies
Georgia
$344K +$11.6K +42 +3%
WHCI
3479
W.H. Cornerstone Investments
Massachusetts
$344K +$551 +2 +0.2%
ML
3480
Mayport LLC
Massachusetts
$342K -$106K -383 -24%
AWM
3481
Altus Wealth Management
Kentucky
$342K -$2.76K -10 -0.8%
WCWM
3482
Willow Creek Wealth Management
California
$342K +$342K +1,239 New
CFG
3483
Carter Financial Group
Illinois
$341K +$341K +1,236 New
WAM
3484
WFA Asset Management
Wisconsin
$340K
TF
3485
Tudor Financial
Ohio
$340K -$3.31K -12 -1%
WPA
3486
Wealth Preservation Advisors
Tennessee
$340K -$7.17K -26 -2%
MWM
3487
Momentous Wealth Management
Washington
$340K -$25.4K -92 -7%
DWM
3488
Dogwood Wealth Management
Kansas
$337K -$1.65M -6,070 -83%
TAM
3489
TCP Asset Management
Ohio
$337K +$337K +1,224 New
HA
3490
Helium Advisors
Washington
$337K -$128K -464 -28%
PCA
3491
Private Capital Advisors
Connecticut
$337K +$337K +1,223 New
HC
3492
Headland Capital
South Carolina
$337K +$337K +1,221 New
LOPW
3493
Live Oak Private Wealth
North Carolina
$336K +$336K +1,219 New
OIS
3494
OneAscent Investment Solutions
Alabama
$336K -$50.2K -182 -13%
KFS
3495
Kaizen Financial Strategies
California
$335K +$335K +1,217 New
CCM
3496
Consolidated Capital Management
California
$335K -$17.6K -64 -5%
CCP
3497
Carmel Capital Partners
California
$335K -$25.1K -91 -7%
ASG
3498
Ariston Services Group
California
$335K
AV
3499
Aspiring Ventures
Ohio
$334K +$8.55K +31 +3%
5W
3500
5T Wealth
California
$334K +$334K +1,211 New