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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
BWM
3676
Birchcreek Wealth Management
Ohio
$625K -$193K -540 -23%
CIM
3677
Catalyst Investment Management
New Hampshire
$624K +$645K +1,803 New
UWM
3678
Urban Wealth Management
California
$624K +$645K +1,803 New
TFO
3679
Tarbox Family Office
California
$624K -$58.6K -164 -8%
KFS
3680
Kurt F. Somerville
$624K +$644K +1,802 New
AAM
3681
AR Asset Management
California
$623K +$644K +1,800 New
ABLA
3682
Alan B. Lancz & Associates
Ohio
$623K
CWM
3683
Cedar Wealth Management
California
$623K
KCIC
3684
Kuhn & Co Investment Counsel
Illinois
$623K +$147K +412 +30%
NCM
3685
New Capital Management
Texas
$622K +$358 +1 +0.1%
CC
3686
Cornerstone Capital
California
$620K
SA
3687
Sage Advisors
Colorado
$619K -$1.07K -3 -0.2%
RDFA
3688
Ritter Daniher Financial Advisory
Ohio
$618K -$26.8K -75 -4%
VC
3689
Veery Capital
Delaware
$616K +$2.5K +7 +0.4%
MSWA
3690
Marshall & Sterling Wealth Advisors
New York
$615K -$140K -392 -18%
AAM
3691
Augustine Asset Management
Florida
$615K +$10K +28 +2%
FIG
3692
FSA Investment Group
Florida
$615K +$36.1K +101 +6%
SAA
3693
Southeast Asset Advisors
Georgia
$614K +$13.9K +39 +2%
SHFP
3694
Second Half Financial Partners
Florida
$614K +$20.4K +57 +3%
HBWM
3695
Hollow Brook Wealth Management
New York
$613K
JPLA
3696
Joseph P. Lucia & Associates
New York
$612K +$57.6K +161 +10%
WC
3697
Westerkirk Capital
$612K -$734K -2,053 -54%
CBT
3698
Crews Bank & Trust
Florida
$611K
OCM
3699
Orion Capital Management
California
$610K +$160K +448 +34%
E
3700
Entelevest
Florida
$610K +$630K +1,763 New