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Broadcom

4,240 hedge funds and large institutions have $1.17T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 370 funds opening new positions, 1,733 increasing their positions, 1,792 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: 1,733 | Existing positions reduced: 1,792

1.9% less ownership

Funds ownership: 76.77%74.87% (-1.9%)

14% less call options, than puts

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

Holders
4,240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,007
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
BFAG
4001
Blackston Financial Advisory Group
Florida
$227K
HP
4002
HT Partners
Connecticut
$227K
VFG
4003
V2 Financial group
Illinois
$227K
PCI
4004
Planning Center Inc
Illinois
$227K
CIR
4005
Clear Investment Research
Georgia
$227K
NPF
4006
Norris Perne & French
Michigan
$226K
RFG
4007
RFP Financial Group
Georgia
$226K
MFGP
4008
Marshall Financial Group (Pennsylvania)
Pennsylvania
$225K
EP
4009
Essential Planning
New Hampshire
$225K
SWM
4010
Shakespeare Wealth Management
Wisconsin
$225K
KP
4011
Kitching Partners
Pennsylvania
$225K
RF
4012
Roxbury Financial
New Jersey
$224K
KHC
4013
Koesten Hirschmann & Crabtree
Kansas
$224K
CIA
4014
Cladis Investment Advisory
Montana
$224K
AC
4015
AWM Capital
Arizona
$223K
AWA
4016
Archvest Wealth Advisors
California
$223K
CA
4017
Capital Advantage
California
$222K
SG
4018
Stanich Group
New York
$222K
LODC
4019
Lanham O'Dell & Company
West Virginia
$222K
SA
4020
Sincerus Advisory
New York
$222K
AFA
4021
Avant Financial Advisors
Texas
$221K
VWA
4022
Valued Wealth Advisors
Utah
$221K
ACA
4023
Affinity Capital Advisors
California
$220K
AWM
4024
AAF Wealth Management
Massachusetts
$219K
AA
4025
Alpha Advisors
Virginia
$219K