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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 %
CWA
3526
CogentBlue Wealth Advisors
Tennessee
$202K +$42K +251 +26%
TSW
3527
Three Seasons Wealth
Utah
$201K -$223K -1,332 -53%
CSC
3528
Cove Street Capital
California
$201K -$33.5K -200 -14%
HJGA
3529
Hardman Johnston Global Advisors
Connecticut
$201K
BCM
3530
Brookmont Capital Management
Texas
$200K +$167 +1 +0.1%
OWMIAS
3531
One Wealth Management Investment & Advisory Services
Florida
$200K +$200K +1,196 New
BWP
3532
Barlow Wealth Partners
Kentucky
$200K
GFPC
3533
Global Financial Private Client
Florida
$199K +$7.03K +42 +4%
MSWM
3534
Mowery & Schoenfeld Wealth Management
Illinois
$198K +$2.01K +12 +1%
OCM
3535
Orion Capital Management
California
$197K +$13.4K +80 +7%
FUBT
3536
First United Bank & Trust
Maryland
$193K
FWP
3537
Fiduciary Wealth Partners
Massachusetts
$192K +$192K +1,149 New
SAS
3538
Stelac Advisory Services
New York
$189K +$109K +651 +136%
BTC
3539
Bank & Trust Company
Illinois
$188K +$28.6K +171 +18%
SC
3540
Solstein Capital
California
$188K
EWP
3541
Elevation Wealth Partners
California
$183K
TF
3542
Tompkins Financial
New York
$180K +$12.2K +73 +7%
UIA
3543
Ulland Investment Advisors
Minnesota
$177K
CWM
3544
Crowley Wealth Management
Delaware
$176K +$51.9K +310 +42%
CFP
3545
Comprehensive Financial Planning
Pennsylvania
$175K -$378K -2,258 -68%
FIM
3546
FWL Investment Management
Texas
$174K +$61.9K +370 +55%
DF
3547
Dunhill Financial
United Kingdom
$174K -$24.1K -144 -12%
T
3548
Tidemark
California
$173K -$1.51K -9 -0.9%
TTIC
3549
Tower Trust & Investment Company
Iowa
$167K +$167K +870 New
PCC
3550
Park Circle Company
Maryland
$167K