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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 %
PCM
3551
Poehling Capital Management
Wisconsin
$304K +$304K +1,104 New
SM
3552
Sweeney & Michel
California
$304K +$304K +1,107 New
OWMIAS
3553
One Wealth Management Investment & Advisory Services
Florida
$304K -$25.9K -94 -8%
GQG Partners
3554
GQG Partners
Florida
$304K -$281K -1,020 -48%
HFF
3555
Halter Ferguson Financial
Indiana
$303K +$303K +1,101 New
GPW
3556
Gray Private Wealth
Massachusetts
$303K +$303K +1,101 New
PA
3557
Perennial Advisors
New York
$303K +$303K +1,100 New
JE
3558
JMAC Enterprises
Pennsylvania
$303K +$303K +1,100 New
MAM
3559
Milestone Asset Management
Pennsylvania
$303K -$973K -3,527 -76%
SAM
3560
Stansberry Asset Management
Texas
$303K -$307K -1,112 -50%
TWP
3561
Tempus Wealth Planning
California
$302K -$53.5K -194 -15%
EWP
3562
Elevation Wealth Partners
California
$302K
FC
3563
Fusion Capital
South Carolina
$302K +$302K +1,095 New
PWA
3564
Peterson Wealth Advisors
Utah
$301K +$301K +1,093 New
LFGO
3565
Legacy Financial Group (Oklahoma)
Oklahoma
$301K +$301K +1,092 New
MAA
3566
Matrix Asset Advisors
New York
$301K +$301K +1,092 New
BWP
3567
Bernardo Wealth Planning
Pennsylvania
$301K -$670K -2,427 -69%
HSG
3568
Helen Stephens Group
Texas
$301K +$301K +1,091 New
FFG
3569
Foundry Financial Group
New Hampshire
$301K +$301K +1,091 New
MWM
3570
Massachusetts Wealth Management
Massachusetts
$300K +$300K +1,090 New
BWS
3571
Buck Wealth Strategies
Colorado
$300K +$300K +1,089 New
WCM
3572
Warburton Capital Management
Oklahoma
$299K +$299K +1,007 New
TCOK
3573
Trust Company of Kansas
Kansas
$299K +$299K +1,085 New
CIC
3574
Cutler Investment Counsel
Oregon
$299K +$299K +1,084 New
CWMA
3575
Capstone Wealth Management (Alabama)
Alabama
$299K +$299K +1,084 New