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Broadcom

4,262 hedge funds and large institutions have $1.17T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 374 funds opening new positions, 1,743 increasing their positions, 1,797 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 1,743 | Existing positions reduced: 1,797

1.89% less ownership

Funds ownership: 76.76%74.87% (-1.9%)

14% less call options, than puts

Call options by funds: $26.9B | Put options by funds: $31.2B

Holders
4,262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,011
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.9B
Puts
$31.2B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
3701
OneAscent Wealth Management
Alabama
$377K
VRM
3702
Vectors Research Management
New York
$376K
DFS
3703
Dixon Fnancial Services
California
$376K
OC
3704
Optima Capital
Oregon
$376K
BPWM
3705
BCS Private Wealth Management
New Jersey
$376K
VFP
3706
Verus Financial Partners
Virginia
$375K
TI
3707
tru Independence
Oregon
$375K
GIP
3708
Greatmark Investment Partners
Georgia
$374K
BWG
3709
Beta Wealth Group
California
$374K
FB
3710
First Bancorp
Maine
$373K
SCA
3711
STALEY CAPITAL ADVISERS
Pennsylvania
$373K
FSWA
3712
Financial Synergies Wealth Advisors
Texas
$372K
LWA
3713
LifeGoal Wealth Advisors
New York
$371K
IDA
3714
Intelligence Driven Advisers
California
$371K
GCM
3715
G2 Capital Management
Ohio
$370K
MAA
3716
Matrix Asset Advisors
New York
$369K
CW
3717
Cooksen Wealth
Texas
$369K
SIS
3718
Strategic Investment Solutions
Illinois
$369K
SP
3719
Successful Portfolios
Florida
$368K
PWP
3720
Parkwoods Wealth Partners
New York
$367K
BHB
3721
Bank Hapoalim BM
Israel
$367K
PIFP
3722
Partners in Financial Planning
Virginia
$367K
CC
3723
Capstone Capital
Nevada
$367K
MWM
3724
Mascoma Wealth Management
New Hampshire
$366K
WAM
3725
WFA Asset Management
Wisconsin
$366K