AVGO icon

Broadcom

4,601 hedge funds and large institutions have $1.11T invested in Broadcom in 2026 Q1 according to their latest regulatory filings, with 273 funds opening new positions, 2,302 increasing their positions, 1,725 reducing their positions, and 228 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 (-$153B)

31% less call options, than puts

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

Holders
4,601
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
CAAS
1151
Capital Asset Advisory Services
Michigan
$14.6M
OCAM
1152
Onex Canada Asset Management
Ontario, Canada
$14.6M
PIM
1153
Progressive Investment Management
Oregon
$14.6M
TWA
1154
Tulsa Wealth Advisors
Oklahoma
$14.6M
TCA
1155
Trifecta Capital Advisors
Illinois
$14.5M
MAM
1156
Mystic Asset Management
Rhode Island
$14.4M
BRG
1157
Bay Rivers Group
Virginia
$14.4M
FNA
1158
First National Advisers
Nebraska
$14.3M
FM
1159
Freemont Management
Switzerland
$14.3M
ISL
1160
Ingalls & Snyder LLC
New York
$14.3M
ISWM
1161
Independent Solutions Wealth Management
New York
$14.3M
WC
1162
Waterloo Capital
Texas
$14.3M
VAS
1163
Valicenti Advisory Services
New York
$14.3M
PWM
1164
Purus Wealth Management
California
$14.2M
APP
1165
Avantax Planning Partners
Iowa
$14.2M
EFG
1166
Everest Financial Group
Minnesota
$14.2M
SWM
1167
Sendero Wealth Management
Texas
$14.2M
CT
1168
Clearstead Trust
Maine
$14.1M
JKA
1169
Jones Kertz & Associates
Minnesota
$14.1M
PA
1170
Paragon Advisors
Texas
$14.1M
RWB
1171
RMR Wealth Builders
New Jersey
$14.1M
LSA
1172
L & S Advisors
California
$14.1M
SA
1173
Sovran Advisors
California
$14.1M
BWAM
1174
Boyd Watterson Asset Management
Ohio
$14M
PTC
1175
Private Trust Company
Ohio
$14M