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Broadcom

3,994 hedge funds and large institutions have $992B invested in Broadcom in 2025 Q2 according to their latest regulatory filings, with 476 funds opening new positions, 1,780 increasing their positions, 1,476 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,994
Holders Change
+233
Holders Change %
+6.2%
% of All Funds
53.55%
Holding in Top 10
911
Holding in Top 10 Change
+371
Holding in Top 10 Change %
+68.7%
% of All Funds
12.22%
New
476
Increased
1,780
Reduced
1,476
Closed
161
Calls
$22.6B
Puts
$24.6B
Net Calls
-$1.98B
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Shares
Change %
AEPWM
3726
Atlantic Edge Private Wealth Management
Florida
$228K
WFA
3727
WestHill Financial Advisors
California
$228K +$228K +827 New
CFA
3728
CWS Financial Advisors
Michigan
$227K +$227K +825 New
GFP
3729
Guardian Financial Partners
California
$227K -$386K -1,401 -63%
PWSG
3730
Pacific Wealth Strategies Group
California
$226K +$226K +770 New
SHFA
3731
SS&H Financial Advisors
Michigan
$226K +$226K +820 New
MWP
3732
Meredith Wealth Planning
Illinois
$226K +$226K +819 New
RC
3733
Rexford Capital
Texas
$225K +$225K +818 New
SPP
3734
Single Point Partners
Massachusetts
$225K +$225K +816 New
FA
3735
Fiducient Advisors
Illinois
$225K +$225K +815 New
DQRIM
3736
Dale Q Rice Investment Management
Washington
$225K -$225K -800 -50%
SFG
3737
Sather Financial Group
Texas
$224K +$224K +814 New
VBFP
3738
Valtinson Bruner Financial Planning
Minnesota
$224K +$224K +813 New
AIMA
3739
Ables Iannone Moore & Associates
Georgia
$224K +$224K +812 New
E3F
3740
Eight 31 Financial
Texas
$223K -$141K -513 -39%
JWM
3741
JDH Wealth Management
California
$223K +$223K +810 New
WA
3742
WealthTrust Axiom
Pennsylvania
$222K +$222K +807 New
EPM
3743
Elm Partners Management
Pennsylvania
$222K +$222K +806 New
MAM
3744
Marotta Asset Management
Virginia
$221K +$221K +803 New
RWM
3745
Rench Wealth Management
Texas
$221K +$221K +803 New
HOWA
3746
Heritage Oak Wealth Advisors
Florida
$221K +$221K +802 New
GBWM
3747
Granite Bay Wealth Management
New Hampshire
$221K +$221K +800 New
NCMW
3748
Northern Capital Management (Washington)
Washington
$221K +$221K +802 New
GL
3749
Gerber LLC
Ohio
$221K +$221K +801 New
SRCM
3750
Signature Resources Capital Management
California
$221K +$16.5K +60 +8%