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Broadcom

4,235 hedge funds and large institutions have $1.16T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 370 funds opening new positions, 1,729 increasing their positions, 1,793 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:

4% less repeat investments, than reductions

Existing positions increased: 1,729 | Existing positions reduced: 1,793

1.99% less ownership

Funds ownership: 76.77%74.78% (-2%)

14% less call options, than puts

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

Holders
4,235
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,005
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
CIR
4001
Clear Investment Research
Georgia
$227K
NPF
4002
Norris Perne & French
Michigan
$226K
RFG
4003
RFP Financial Group
Georgia
$226K
MFGP
4004
Marshall Financial Group (Pennsylvania)
Pennsylvania
$225K
SWM
4005
Shakespeare Wealth Management
Wisconsin
$225K
EP
4006
Essential Planning
New Hampshire
$225K
KP
4007
Kitching Partners
Pennsylvania
$225K
RF
4008
Roxbury Financial
New Jersey
$224K
KHC
4009
Koesten Hirschmann & Crabtree
Kansas
$224K
CIA
4010
Cladis Investment Advisory
Montana
$224K
AC
4011
AWM Capital
Arizona
$223K
AWA
4012
Archvest Wealth Advisors
California
$223K
CA
4013
Capital Advantage
California
$222K
SG
4014
Stanich Group
New York
$222K
LODC
4015
Lanham O'Dell & Company
West Virginia
$222K
SA
4016
Sincerus Advisory
New York
$222K
AFA
4017
Avant Financial Advisors
Texas
$221K
VWA
4018
Valued Wealth Advisors
Utah
$221K
ACA
4019
Affinity Capital Advisors
California
$220K
AWM
4020
AAF Wealth Management
Massachusetts
$219K
AA
4021
Alpha Advisors
Virginia
$219K
KA
4022
Kooman & Associates
Pennsylvania
$218K
SFP
4023
Strategic Financial Partners
Oregon
$218K
JWM
4024
JFG Wealth Management
Colorado
$218K
BWM
4025
Buska Wealth Management
Wisconsin
$218K