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Broadcom

4,272 hedge funds and large institutions have $1.17T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 375 funds opening new positions, 1,747 increasing their positions, 1,800 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: 1,747 | Existing positions reduced: 1,800

1.88% less ownership

Funds ownership: 76.8%74.91% (-1.9%)

14% less call options, than puts

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

Holders
4,272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,014
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
SIM
3851
Sims Investment Management
Ohio
$303K
IWA
3852
Inspirion Wealth Advisors
Illinois
$302K
JTF
3853
J. Team Financial
Texas
$302K
MCA
3854
Midwest Capital Advisors
Michigan
$302K
MLRA
3855
Main Line Retirement Advisors
Montana
$301K
BAS
3856
Brueske Advisory Services
Washington
$301K
MPW
3857
MGO Private Wealth
California
$301K
TPWM
3858
Twelve Points Wealth Management
Massachusetts
$300K
PPWM
3859
Perissos Private Wealth Management
Oklahoma
$300K
PA
3860
Prossimo Advisors
California
$299K
DSCM
3861
Del-Sette Capital Management
New York
$299K
DCM
3862
Davis Capital Management
Florida
$299K
SAS
3863
SMI Advisory Services
Indiana
$299K
CB
3864
Chris Bulman
California
$298K
PFC
3865
Phocas Financial Corp
California
$297K
CWA
3866
Cura Wealth Advisors
Illinois
$296K
MF
3867
Meridian Financial
Massachusetts
$294K
AWA
3868
Arbor Wealth Advisors
Michigan
$294K
JWM
3869
Jessup Wealth Management
Ohio
$291K
TFA
3870
TPG Financial Advisors
Oregon
$290K
PCMF
3871
Private Capital Management (Florida)
Florida
$290K
EF
3872
Elite Financial
Idaho
$288K
AWA
3873
Adapt Wealth Advisors
Georgia
$288K
PWM
3874
Palumbo Wealth Management
New York
$287K
IWS
3875
Integrity Wealth Solutions
Colorado
$287K