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Broadcom

4,638 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 593 funds opening new positions, 1,913 increasing their positions, 1,833 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2.18% more ownership

Funds ownership: 74.9%77.08% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 1,913 | Existing positions reduced: 1,833

29% less call options, than puts

Call options by funds: $24.3B | Put options by funds: $34.3B

Holders
4,638
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,095
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.3B
Puts
$34.3B
Net Calls
Net Calls Change

Top Buyers

1 +$4.08B
2 +$2.53B
3 +$2.31B
4
State Street
State Street
Massachusetts
+$1.8B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
4301
Wiser Advisor Group
Arizona
$256K
JESC
4302
J.E. Simmons & Co
Texas
$256K
JHC
4303
J. Hagan Capital
Kentucky
$255K
HG
4304
Harbor Group
New Hampshire
$255K
R
4305
Rebalance
California
$255K
SFS
4306
Summit Financial Strategies
Ohio
$255K
IWP
4307
IAG Wealth Partners
Wisconsin
$254K
JTF
4308
J. Team Financial
Texas
$254K
MWP
4309
Meriwether Wealth & Planning
Louisiana
$254K
ACA
4310
Adirondack Capital Advisors
New York
$254K
KCM
4311
Kennicott Capital Management
California
$253K
LWM
4312
Luminvest Wealth Management
Arizona
$253K
MAM
4313
Marotta Asset Management
Virginia
$252K
LODC
4314
Lanham O'Dell & Company
West Virginia
$252K
CFG
4315
Certior Financial Group
Pennsylvania
$252K
JMA
4316
J.M. Arbour
Maine
$250K
RTC
4317
Real Talk Capital
Tennessee
$250K
CG
4318
Castellan Group
Kentucky
$250K
OCM
4319
Osbon Capital Management
Massachusetts
$249K
EMB
4320
Elefante Mark B
$249K
BC
4321
Barrett & Company
Rhode Island
$249K
DWS
4322
Discipline Wealth Solutions
South Carolina
$248K
KTC
4323
Kentucky Trust Company
Kentucky
$247K
FC
4324
Financial Consulate
Maryland
$246K
DMKJ
4325
David M. Knott Jr
$246K