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Broadcom

4,207 hedge funds and large institutions have $1.16T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 367 funds opening new positions, 1,724 increasing their positions, 1,774 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: 1,724 | Existing positions reduced: 1,774

1.92% less ownership

Funds ownership: 76.66%74.75% (-1.9%)

14% less call options, than puts

Call options by funds: $26B | Put options by funds: $30.2B

Holders
4,207
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
996
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26B
Puts
$30.2B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
551
Aureus Asset Management
Massachusetts
$70.1M
KPWS
552
Kestra Private Wealth Services
Texas
$70.1M
WF
553
Welch & Forbes
Massachusetts
$69.9M
LFG
554
Lazard Frères Gestion
France
$69.8M
MFIM
555
Mesirow Financial Investment Management
Illinois
$69.8M
ORI
556
Oak Ridge Investments
Illinois
$69.8M
OCM
557
Osterweis Capital Management
California
$69.7M
WA
558
Waverly Advisors
Alabama
$69.7M
IAA
559
Independent Advisor Alliance
North Carolina
$69.6M
ZDA
560
Zweig-DiMenna Associates
New York
$69.5M
VV
561
Verity & Verity
South Carolina
$69.4M
VCM
562
Voleon Capital Management
California
$69.2M
MFG
563
Merit Financial Group
Georgia
$69.2M
OCBCO
564
Oversea-Chinese Banking Corp (OCBC)
Singapore
$69.1M
NHC
565
Nicholas Hoffman & Company
Georgia
$68.8M
AAS
566
Annex Advisory Services
Wisconsin
$68.8M
MSR
567
Main Street Research
Connecticut
$68.8M
BPC
568
Banque Pictet & Cie
Switzerland
$68.5M
SPC
569
Stony Point Capital
New York
$68.2M
CM
570
Castleark Management
Illinois
$67.9M
OWP
571
Obermeyer Wealth Partners
Colorado
$66.5M
MPM
572
Meritage Portfolio Management
Kansas
$66.3M
AIP
573
Ameritas Investment Partners
Nebraska
$66M
CG
574
Carmignac Gestion
France
$65.9M
TAM
575
Todd Asset Management
Kentucky
$65.8M