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Broadcom

4,562 hedge funds and large institutions have $1.25T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,897 increasing their positions, 1,823 reducing their positions, and 117 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.84% more ownership

Funds ownership: 74.87%76.72% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 1,897 | Existing positions reduced: 1,823

29% less call options, than puts

Call options by funds: $24.2B | Put options by funds: $34.2B

Holders
4,562
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,079
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.2B
Puts
$34.2B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DDC
3701
DF Dent & Co
Maryland
$531K
WQ
3702
Wealth Quarterback
New Jersey
$529K
FI
3703
Fosun International
China
$527K
P
3704
Palladiem
Pennsylvania
$527K
GA
3705
GFS Advisors
Texas
$527K
EGWAG
3706
Elwood & Goetz Wealth Advisory Group
Georgia
$527K
RWC
3707
Rare Wolf Capital
Washington
$526K
UFPG
3708
United Financial Planning Group
New York
$526K
SWM
3709
Stockman Wealth Management
Montana
$525K
IA
3710
IMZ Advisory
Florida
$525K
PCM
3711
Payne Capital Management
New York
$524K
HPWM
3712
High Point Wealth Management
New Jersey
$522K
NCM
3713
Nelson Capital Management
California
$521K
PWM
3714
Platform Wealth Management
Utah
$521K
I
3715
InceptionR
California
$518K
TWM
3716
Triton Wealth Management
Arizona
$518K
DMIC
3717
Dixon Mitchell Investment Counsel
British Columbia, Canada
$517K
LPAM
3718
Lodestar Private Asset Management
California
$517K
BM
3719
Berman McAleer
Maryland
$516K
TW
3720
Trajan Wealth
Arizona
$516K
PA
3721
Perennial Advisors
New York
$516K
OCFG
3722
O'Connor Financial Group
Illinois
$516K
WAS
3723
Winch Advisory Services
Wisconsin
$515K
DKCM
3724
Davidson Kahn Capital Management
California
$515K
WDL
3725
Well Done LLC
Michigan
$514K