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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 %
AIA
3701
Allied Investment Advisors
Montana
$244K +$244K +884 New
TFA
3702
TPG Financial Advisors
Oregon
$243K +$243K +883 New
JWM
3703
Jessup Wealth Management
Ohio
$243K +$243K +881 New
GPA
3704
Garrison Point Advisors
California
$243K +$243K +880 New
HP
3705
HT Partners
Connecticut
$241K +$241K +875 New
FFS
3706
Flavin Financial Services
Florida
$241K +$241K +875 New
BOM
3707
Bank of Marin
California
$241K +$241K +875 New
OWA
3708
One Wealth Advisors
California
$240K +$240K +871 New
GWWM
3709
Great Waters Wealth Management
Minnesota
$240K +$240K +870 New
AIP
3710
Almanack Investment Partners
Pennsylvania
$240K +$240K +869 New
EF
3711
Elite Financial
Idaho
$239K -$59.2K -199 -20%
GSF
3712
Grove Street Fiduciary
New Hampshire
$239K +$239K +866 New
BWM
3713
Boyd Wealth Management
California
$237K +$237K +861 New
ANB
3714
Amarillo National Bank
Texas
$237K +$237K +860 New
OFG
3715
Opulen Financial Group
Virginia
$236K +$236K +857 New
MPW
3716
Magnolia Private Wealth
Pennsylvania
$236K +$236K +856 New
SP
3717
Successful Portfolios
Florida
$236K +$236K +855 New
SCM
3718
Sandler Capital Management
New York
$234K -$2.07M -7,516 -90%
SC
3719
Shearwater Capital
Colorado
$234K +$234K +850 New
CIS
3720
Continental Investors Services
Washington
$234K +$234K +849 New
TFG
3721
Taylor Financial Group
Virginia
$233K +$233K +847 New
GPWM
3722
Grant Private Wealth Management
California
$233K -$2.12M -7,684 -90%
BW
3723
Balance Wealth
Ohio
$232K +$232K +842 New
BWM
3724
Bernard Wealth Management
Michigan
$232K -$169K -612 -42%
HIA
3725
HTG Investment Advisors
Connecticut
$231K +$231K +838 New