AVGO icon

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
SPP
4026
Single Point Partners
Massachusetts
$227K
BWM
4027
Base Wealth Management
Florida
$227K
SWM
4028
SK Wealth Management
Rhode Island
$227K
BFAG
4029
Blackston Financial Advisory Group
Florida
$227K
HP
4030
HT Partners
Connecticut
$227K
VFG
4031
V2 Financial group
Illinois
$227K
PCI
4032
Planning Center Inc
Illinois
$227K
CIR
4033
Clear Investment Research
Georgia
$227K
NPF
4034
Norris Perne & French
Michigan
$226K
RFG
4035
RFP Financial Group
Georgia
$226K
MFGP
4036
Marshall Financial Group (Pennsylvania)
Pennsylvania
$225K
SWM
4037
Shakespeare Wealth Management
Wisconsin
$225K
EP
4038
Essential Planning
New Hampshire
$225K
KP
4039
Kitching Partners
Pennsylvania
$225K
RF
4040
Roxbury Financial
New Jersey
$224K
KHC
4041
Koesten Hirschmann & Crabtree
Kansas
$224K
CIA
4042
Cladis Investment Advisory
Montana
$224K
AC
4043
AWM Capital
Arizona
$223K
AWA
4044
Archvest Wealth Advisors
California
$223K
CA
4045
Capital Advantage
California
$222K
SG
4046
Stanich Group
New York
$222K
LODC
4047
Lanham O'Dell & Company
West Virginia
$222K
SA
4048
Sincerus Advisory
New York
$222K
AFA
4049
Avant Financial Advisors
Texas
$221K
VWA
4050
Valued Wealth Advisors
Utah
$221K