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Broadcom

4,597 hedge funds and large institutions have $1.11T invested in Broadcom in 2026 Q1 according to their latest regulatory filings, with 272 funds opening new positions, 2,301 increasing their positions, 1,723 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less funds holding in top 10

Funds holding in top 10: 1,102974 (-128)

12% less capital invested

Capital invested by funds: $1.26T → $1.11T (-$154B)

31% less call options, than puts

Call options by funds: $21.8B | Put options by funds: $31.6B

Holders
4,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
974
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.8B
Puts
$31.6B
Net Calls
Net Calls Change

Top Buyers

1 +$9.76B
2 +$3.43B
3 +$3.34B
4
BlackRock
BlackRock
New York
+$1.99B
5
UBS AM
UBS AM
Illinois
+$1.86B
Name Holding Trade Value Shares
Change
Change in
Stake
KG
4326
Kilter Group
New York
$228K
B
4327
BetterWealth
California
$228K
PWM
4328
Praetorian Wealth Management
California
$228K
WAG
4329
Wiser Advisor Group
Arizona
$228K
PFM
4330
Peak Financial Management
Massachusetts
$228K
KCM
4331
Kennicott Capital Management
California
$226K
LWM
4332
Luminvest Wealth Management
Arizona
$226K
SIM
4333
Synergy Investment Management
Florida
$225K
CPCL
4334
Cadia Private Client LLC
New Jersey
$225K
OCM
4335
Osbon Capital Management
Massachusetts
$224K
SA
4336
Sincerus Advisory
New York
$223K
AIM
4337
Aigen Investment Management
New York
$223K
IWM
4338
Integris Wealth Management
California
$223K
KTC
4339
Kentucky Trust Company
Kentucky
$223K
CIA
4340
Cladis Investment Advisory
Montana
$223K
LEFP
4341
Leading Edge Financial Planning
Tennessee
$222K
BWM
4342
Base Wealth Management
Florida
$221K
TC
4343
Trust Company
Kansas
$221K
BPWM
4344
BCS Private Wealth Management
New Jersey
$220K
DMKJ
4345
David M. Knott Jr
$220K
HWM
4346
Howard Wealth Management
Connecticut
$220K
LWM
4347
Lifetime Wealth Management
Texas
$218K
VPP
4348
Vertex Planning Partners
Illinois
$218K
VWA
4349
Valued Wealth Advisors
Utah
$218K
SWM
4350
Shakespeare Wealth Management
Wisconsin
$218K