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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
BW
3626
Bravera Wealth
North Dakota
$665K +$687K +1,920 New
TCM
3627
Traub Capital Management
Massachusetts
$663K -$27.5K -77 -4%
SA
3628
Stewardship Advisors
Pennsylvania
$662K +$122K +340 +22%
BA
3629
Bluesphere Advisors
Pennsylvania
$661K +$55.4K +155 +9%
IFU
3630
iSAM Funds (UK)
United Kingdom
$661K +$683K +1,909 New
FPN
3631
Financial Planning Navigators
Minnesota
$660K +$682K +1,908 New
DI
3632
Disciplined Investors
Texas
$660K +$69.4K +194 +11%
RWA
3633
Roberts Wealth Advisors
California
$660K -$3.22K -9 -0.5%
BRWM
3634
Blue Rock Wealth Management
North Carolina
$659K +$1.79K +5 +0.3%
UFA
3635
Uptown Financial Advisors
Texas
$659K
BWS
3636
Buck Wealth Strategies
Colorado
$658K +$196K +548 +41%
KLI
3637
Kelman-Lazarov Inc
Tennessee
$658K +$378K +1,056 +125%
WAN
3638
Wealth Advisors Northwest
Oregon
$656K +$389K +1,087 +135%
HA
3639
Helium Advisors
Washington
$655K +$190K +530 +39%
MLFP
3640
MPS Loria Financial Planners
Illinois
$654K +$25.7K +72 +4%
SFB
3641
STAR Financial Bank
Indiana
$654K -$921K -2,576 -58%
BWM
3642
BCGM Wealth Management
Indiana
$654K +$1.07K +3 +0.2%
FFG
3643
Frisch Financial Group
New York
$654K +$358 +1 +0.1%
MC
3644
Marest Capital
California
$653K +$1.43K +4 +0.2%
CWM
3645
Collaborative Wealth Management
Florida
$653K +$675K +1,888 New
PTB
3646
Pioneer Trust Bank
Oregon
$653K -$34K -95 -5%
EFL
3647
ERn Financial LLC
Wisconsin
$653K -$31.1K -87 -4%
PBO
3648
Peoples Bank (Ohio)
Ohio
$653K +$41.5K +116 +7%
FF
3649
Friday Financial
Iowa
$653K +$200K +558 +42%
EBA
3650
Eagle Bay Advisors
New York
$652K +$2.86K +8 +0.4%