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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 %
WC
3501
Wexford Capital
Florida
$210K +$45.2K +270 +27%
TDC
3502
Thompson Davis & Co
Virginia
$210K -$30.3K -181 -13%
DFG
3503
Dupree Financial Group
Kentucky
$210K
G
3504
GenTrust
Florida
$209K +$2.34K +14 +1%
SFS
3505
Summit Financial Strategies
Ohio
$209K +$209K +1,251 New
AWM
3506
Altus Wealth Management
Kentucky
$209K +$167 +1 +0.1%
DI
3507
Diligent Investors
California
$209K -$11.1K -66 -5%
VBA
3508
von Borstel & Associates
Oregon
$209K -$11.7K -70 -5%
TF
3509
Tudor Financial
Ohio
$209K +$167 +1 +0.1%
WHCI
3510
W.H. Cornerstone Investments
Massachusetts
$208K +$837 +5 +0.4%
SWA
3511
Strata Wealth Advisors
Texas
$208K +$335 +2 +0.2%
RWS
3512
Resolute Wealth Strategies
Mississippi
$208K +$208K +1,240 New
TCM
3513
TruNorth Capital Management
Michigan
$206K +$196K +1,172 +1,953%
GAA
3514
Guardian Asset Advisors
Pennsylvania
$206K +$206K +1,229 New
ACA
3515
American Capital Advisory
Idaho
$206K +$6.36K +38 +3%
HI
3516
Hendershot Investments
Virginia
$205K -$3.18K -19 -2%
CWA
3517
Core Wealth Advisors
Florida
$204K +$204K +1,221 New
LWMT
3518
Legacy Wealth Management (Tennessee)
Tennessee
$204K -$105K -626 -34%
EA
3519
Eclectic Associates
California
$204K -$57.8K -345 -22%
W
3520
WPWealth
Texas
$204K -$4.35K -26 -2%
LFS
3521
Lutz Financial Services
Nebraska
$204K +$15.6K +93 +8%
ASG
3522
Ariston Services Group
California
$203K
AWP
3523
Avid Wealth Partners
Texas
$203K +$57.4K +343 +40%
SIC
3524
SJS Investment Consulting
Ohio
$202K +$124K +740 +158%
PWS
3525
Proactive Wealth Strategies
Georgia
$202K +$52.3K +312 +35%