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Broadcom

3,995 hedge funds and large institutions have $992B invested in Broadcom in 2025 Q2 according to their latest regulatory filings, with 476 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
3,995
Holders Change
+233
Holders Change %
+6.19%
% of All Funds
53.56%
Holding in Top 10
911
Holding in Top 10 Change
+371
Holding in Top 10 Change %
+68.7%
% of All Funds
12.21%
New
476
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 %
STCOSD
3676
Sageworth Trust Company of South Dakota
South Dakota
$252K -$134K -485 -35%
AWP
3677
Accretive Wealth Partners
New Jersey
$252K +$252K +915 New
DWM
3678
Daner Wealth Management
Georgia
$252K +$252K +806 New
PHWM
3679
Pine Harbor Wealth Management
Maryland
$252K +$252K +913 New
MLRA
3680
Main Line Retirement Advisors
Montana
$252K +$252K +913 New
WI
3681
Westbourne Investments
Virginia
$251K +$251K +912 New
WIP
3682
WealthCare Investment Partners
Rhode Island
$251K +$251K +913 New
TPWM
3683
Twelve Points Wealth Management
Massachusetts
$251K +$251K +910 New
IDA
3684
Intelligence Driven Advisers
California
$251K -$114K -412 -31%
GAM
3685
GEM Asset Management
Michigan
$251K +$251K +914 New
PPWM
3686
Perissos Private Wealth Management
Oklahoma
$250K +$250K +908 New
RWP
3687
Ridgeline Wealth Planning
Ohio
$249K +$249K +904 New
PCMF
3688
Private Capital Management (Florida)
Florida
$249K +$249K +902 New
SAS
3689
SMI Advisory Services
Indiana
$248K +$248K +884 New
MCA
3690
Midwest Capital Advisors
Michigan
$248K
PFC
3691
Phocas Financial Corp
California
$248K +$248K +900 New
BAM
3692
Bosun Asset Management
Illinois
$248K +$248K +899 New
W
3693
Wealthquest
Ohio
$248K +$248K +898 New
ICMM
3694
Integrated Capital Management (Michigan)
Michigan
$247K +$247K +858 New
AWA
3695
Arbor Wealth Advisors
Michigan
$245K +$245K +890 New
CCP
3696
Clarity Capital Partners
California
$245K +$245K +889 New
KFP
3697
Keener Financial Planning
Texas
$245K
SFA
3698
Semmax Financial Advisors
North Carolina
$245K
MCP
3699
Martin Capital Partners
Oregon
$244K +$244K +883 New
AIA
3700
Allied Investment Advisors
Montana
$244K +$244K +884 New