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Broadcom

4,697 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: 4,2864,697 (+411)

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
4,697
Holders Change
+411
Holders Change %
+9.59%
% 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
13.45%
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
CWA
3551
Cura Wealth Advisors
Illinois
$736K +$439K +1,228 +137%
CFP
3552
Comprehensive Financial Planning
Pennsylvania
$735K +$145K +405 +24%
FC
3553
Fulcrum Capital
Washington
$735K -$90.5K -253 -11%
IFA
3554
Independence Financial Advisors
New Hampshire
$734K -$358 -1 -0%
RG
3555
RHL Group
Michigan
$734K +$758K +2,120 New
BIA
3556
Bell Investment Advisors
California
$733K +$171K +479 +29%
TFM
3557
TFC Financial Management
Massachusetts
$732K -$57.2K -160 -7%
MFWP
3558
Mosaic Family Wealth Partners
Missouri
$732K +$117K +328 +18%
PEWA
3559
Pacific Excel Wealth Advisors
California
$731K +$757K +2,118 New
AZ
3560
Alpha Zero
Florida
$731K +$2.15K +6 +0.3%
ITB
3561
Idaho Trust Bank
Idaho
$730K +$21.8K +61 +3%
TH
3562
TCTC Holdings
Texas
$729K
PCP
3563
Panoramic Capital Partners
Oregon
$728K +$26.5K +74 +4%
LOAMU
3564
Lombard Odier Asset Management (USA)
New York
$726K +$750K +2,097 New
SA
3565
Scarborough Advisors
Maryland
$725K -$16.1K -45 -2%
WPWM
3566
Western Pacific Wealth Management
Illinois
$723K -$358 -1 -0%
CG
3567
Cynosure Group
Utah
$723K -$69.7K -195 -9%
PWS
3568
Proactive Wealth Strategies
Georgia
$722K +$1.07K +3 +0.1%
DWA
3569
Delap Wealth Advisory
Oregon
$719K +$743K +2,078 New
DI
3570
Diligent Investors
California
$719K +$118K +331 +19%
TCM
3571
TruNorth Capital Management
Michigan
$717K +$511K +1,428 +221%
PPW
3572
Pasadena Private Wealth
California
$713K -$5.36K -15 -0.7%
VI
3573
VanderPol Investments
Michigan
$713K +$1.79K +5 +0.2%
KA
3574
Kercheville Advisors
Texas
$713K +$66.9K +187 +9%
HWA
3575
HHM Wealth Advisors
Tennessee
$710K +$44K +123 +6%