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Broadcom

3,767 hedge funds and large institutions have $591B invested in Broadcom in 2025 Q1 according to their latest regulatory filings, with 245 funds opening new positions, 1,747 increasing their positions, 1,529 reducing their positions, and 271 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less call options, than puts

Call options by funds: $14.1B | Put options by funds: $16.6B

30% less capital invested

Capital invested by funds: $840B → $591B (-$249B)

34% less funds holding in top 10

Funds holding in top 10: 823540 (-283)

Holders
3,767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
540
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1B
Puts
$16.6B
Net Calls
Net Calls Change

Top Buyers

1 +$3.01B
2 +$2.09B
3 +$2.02B
4
Amundi
Amundi
France
+$1.82B
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.44B

Top Sellers

1 -$7.01B
2 -$4.18B
3 -$1.92B
4
GQG Partners
GQG Partners
Florida
-$1.71B
5
DZ Bank
DZ Bank
Germany
-$956M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
4001
Westbourne Investments
Virginia
TI
4002
tru Independence
Oregon
FWMP
4003
Foundation Wealth Management (Pennsylvania)
Pennsylvania
PS
4004
Portfolio Strategies
New York
HGA
4005
Hobbs Group Advisors
South Carolina
HC
4006
Hendley & Co
Ohio
W
4007
WorthPointe
California
PWM
4008
Power Wealth Management
Georgia
AWA
4009
Arbor Wealth Advisors
Michigan
GPA
4010
Garrison Point Advisors
California
HCC
4011
Hirtle Callaghan & Co
Pennsylvania
TFA
4012
TPG Financial Advisors
Oregon
OIS
4013
Okabena Investment Services
Minnesota
MB
4014
Mizuho Bank
Japan
PCM
4015
Palouse Capital Management
Washington
PCWA
4016
Pacific Capital Wealth Advisors
California
SOWAS
4017
Silver Oak Wealth Advisors Services
California
MCM
4018
MidAtlantic Capital Management
Virginia
KG
4019
Kieckhefer Group
Wisconsin
CP
4020
Castleview Partners
Texas
PAM
4021
Pinpoint Asset Management
Hong Kong
FLP
4022
Financial Life Planners
Arizona
NWWA
4023
New Wave Wealth Advisors
Arkansas
SIP
4024
Sellwood Investment Partners
Oregon
DP
4025
Denver PWM
Colorado