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Broadcom

4,698 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 630 funds opening new positions, 1,922 increasing their positions, 1,844 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 630 | Existing positions closed: 119

10% more funds holding

Funds holding: 4,2864,698 (+412)

8% more funds holding in top 10

Funds holding in top 10: 1,0201,105 (+85)

8% more capital invested

Capital invested by funds: $1.17T → $1.26T (+$94.6B)

1.96% more ownership

Funds ownership: 75.01%76.97% (+2%)

4% more repeat investments, than reductions

Existing positions increased: 1,922 | Existing positions reduced: 1,844

29% less call options, than puts

Call options by funds: $24.3B | Put options by funds: $34.3B

Holders
4,698
Holders Change
+412
Holders Change %
+9.61%
% of All Funds
57.16%
Holding in Top 10
1,105
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+8.33%
% of All Funds
13.44%
New
630
Increased
1,922
Reduced
1,844
Closed
119
Calls
$24.3B
Puts
$34.3B
Net Calls
-$10B
Net Calls Change
-$5.77B
Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
3476
Financial Synergies Wealth Advisors
Texas
$787K +$411K +1,148 +102%
HVP
3477
Hudson Value Partners
Florida
$787K
CG
3478
Clarus Group
Texas
$786K -$151K -421 -16%
GMFG
3479
Greater Midwest Financial Group
Minnesota
$786K -$6.79K -19 -0.8%
BCM
3480
Bannerstone Capital Management
Minnesota
$786K +$812K +2,271 New
MAMG
3481
Milestone Asset Management Group
Connecticut
$785K -$11.4K -32 -1%
BCM
3482
Blume Capital Management
California
$785K -$52.6K -147 -6%
VAM
3483
Vienna Asset Management
California
$785K +$592K +1,655 +270%
AWA
3484
Alaska Wealth Advisors
Alaska
$783K +$17.2K +48 +2%
BCB
3485
Brian C. Broderick
$783K +$809K +2,261 New
V
3486
ViaWealth
Kansas
$782K -$116K -325 -13%
SWP
3487
Stone Wealth Partners
Louisiana
$779K +$805K +2,252 New
BHFP
3488
Blom & Howell Financial Planning
California
$779K +$805K +2,251 New
WCM
3489
WealthTrak Capital Management
Virginia
$778K +$66.5K +186 +9%
VIA
3490
Victrix Investment Advisors
Florida
$777K -$32.2K -90 -4%
PHWM
3491
Palatine Hill Wealth Management
Michigan
$776K +$802K +2,243 New
ONSWM
3492
Old North State Wealth Management
North Carolina
$775K +$1.43K +4 +0.2%
GF
3493
GGM Financials
Ohio
$774K -$29K -81 -3%
FWM
3494
FMB Wealth Management
California
$774K +$10.7K +30 +1%
CFO
3495
Collective Family Office
Pennsylvania
$774K +$125K +349 +18%
GHI
3496
Gross & Hartman Investments
Pennsylvania
$773K +$799K +2,234 New
BCM
3497
Bourgeon Capital Management
Connecticut
$773K +$47.2K +132 +6%
FTC
3498
Farmers Trust Company
Ohio
$772K +$64.4K +180 +9%
RWM
3499
Reston Wealth Management
Virginia
$771K +$299K +835 +60%
WTA
3500
Washington Trust Advisors
Massachusetts
$771K -$49K -137 -6%