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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 %
UIA
3676
Ulland Investment Advisors
Minnesota
$254K -$37.2K -135 -13%
STCOSD
3677
Sageworth Trust Company of South Dakota
South Dakota
$252K -$134K -485 -35%
AWP
3678
Accretive Wealth Partners
New Jersey
$252K +$252K +915 New
DWM
3679
Daner Wealth Management
Georgia
$252K +$252K +806 New
PHWM
3680
Pine Harbor Wealth Management
Maryland
$252K +$252K +913 New
MLRA
3681
Main Line Retirement Advisors
Montana
$252K +$252K +913 New
WI
3682
Westbourne Investments
Virginia
$251K +$251K +912 New
WIP
3683
WealthCare Investment Partners
Rhode Island
$251K +$251K +913 New
TPWM
3684
Twelve Points Wealth Management
Massachusetts
$251K +$251K +910 New
IDA
3685
Intelligence Driven Advisers
California
$251K -$114K -412 -31%
GAM
3686
GEM Asset Management
Michigan
$251K +$251K +914 New
PPWM
3687
Perissos Private Wealth Management
Oklahoma
$250K +$250K +908 New
RWP
3688
Ridgeline Wealth Planning
Ohio
$249K +$249K +904 New
PCMF
3689
Private Capital Management (Florida)
Florida
$249K +$249K +902 New
SAS
3690
SMI Advisory Services
Indiana
$248K +$248K +884 New
MCA
3691
Midwest Capital Advisors
Michigan
$248K
PFC
3692
Phocas Financial Corp
California
$248K +$248K +900 New
BAM
3693
Bosun Asset Management
Illinois
$248K +$248K +899 New
W
3694
Wealthquest
Ohio
$248K +$248K +898 New
ICMM
3695
Integrated Capital Management (Michigan)
Michigan
$247K +$247K +858 New
AWA
3696
Arbor Wealth Advisors
Michigan
$245K +$245K +890 New
CCP
3697
Clarity Capital Partners
California
$245K +$245K +889 New
KFP
3698
Keener Financial Planning
Texas
$245K
SFA
3699
Semmax Financial Advisors
North Carolina
$245K
MCP
3700
Martin Capital Partners
Oregon
$244K +$244K +883 New