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Broadcom

3,760 hedge funds and large institutions have $591B invested in Broadcom in 2025 Q1 according to their latest regulatory filings, with 247 funds opening new positions, 1,744 increasing their positions, 1,523 reducing their positions, and 271 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,760
Holders Change
-103
Holders Change %
-2.67%
% of All Funds
51.09%
Holding in Top 10
540
Holding in Top 10 Change
-282
Holding in Top 10 Change %
-34.31%
% of All Funds
7.34%
New
247
Increased
1,744
Reduced
1,523
Closed
271
Calls
$14.1B
Puts
$16.6B
Net Calls
-$2.48B
Net Calls Change
+$819M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
4001
Power Wealth Management
Georgia
-$208K -896 Closed
AWA
4002
Arbor Wealth Advisors
Michigan
-$206K -890 Closed
GPA
4003
Garrison Point Advisors
California
-$204K -880 Closed
HCC
4004
Hirtle Callaghan & Co
Pennsylvania
-$204K -879 Closed
TFA
4005
TPG Financial Advisors
Oregon
-$202K -872 Closed
OIS
4006
Okabena Investment Services
Minnesota
-$200K -864 Closed
MB
4007
Mizuho Bank
Japan
-$174K -750 Closed
PCM
4008
Palouse Capital Management
Washington
-$162K -700 Closed
PCWA
4009
Pacific Capital Wealth Advisors
California
-$152K -654 Closed
SOWAS
4010
Silver Oak Wealth Advisors Services
California
-$377K -510 Closed
MCM
4011
MidAtlantic Capital Management
Virginia
-$73.7K -318 Closed
KG
4012
Kieckhefer Group
Wisconsin
-$69.6K -300 Closed
CP
4013
Castleview Partners
Texas
-$69.4K -299 Closed
PAM
4014
Pinpoint Asset Management
Hong Kong
-$63.1K -272 Closed
FLP
4015
Financial Life Planners
Arizona
-$49.9K -215 Closed
NWWA
4016
New Wave Wealth Advisors
Arkansas
-$34.8K -150 Closed
SIP
4017
Sellwood Investment Partners
Oregon
-$32.5K -140 Closed
DP
4018
Denver PWM
Colorado
-$28.5K -123 Closed
LG
4019
LAM Group
Oregon
-$25.5K -110 Closed
PPA
4020
Pilgrim Partners Asia
Singapore
-$23.2K -100 Closed
LFA
4021
Legend Financial Advisors
Pennsylvania
-$23.2K -100 Closed
CBT
4022
CoreFirst Bank & Trust
Kansas
-$16.2K -70 Closed
DWA
4023
Delos Wealth Advisors
Texas
-$14K -60 Closed
CMBA
4024
C.M. Bidwell & Associates
Hawaii
-$11.6K -50 Closed
CPL
4025
Capital & Planning LLC
Georgia
-$9.27K -40 Closed