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Broadcom

4,697 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 630 funds opening new positions, 1,922 increasing their positions, 1,844 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 630 | Existing positions closed: 119

10% more funds holding

Funds holding: 4,2864,697 (+411)

8% more funds holding in top 10

Funds holding in top 10: 1,0201,105 (+85)

8% more capital invested

Capital invested by funds: $1.17T → $1.26T (+$94.6B)

1.96% more ownership

Funds ownership: 75.01%76.97% (+2%)

4% more repeat investments, than reductions

Existing positions increased: 1,922 | Existing positions reduced: 1,844

29% less call options, than puts

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

Holders
4,697
Holders Change
+411
Holders Change %
+9.59%
% of All Funds
57.16%
Holding in Top 10
1,105
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+8.33%
% of All Funds
13.45%
New
630
Increased
1,922
Reduced
1,844
Closed
119
Calls
$24.3B
Puts
$34.3B
Net Calls
-$10B
Net Calls Change
-$5.77B
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1226
Confluence Wealth Services
Pennsylvania
$14.9M -$447K -1,250 -3%
AIIMS
1227
Analyst IMS Investment Management Services
Israel
$14.8M -$1.74M -4,878 -10%
NMG
1228
New Millennium Group
Utah
$14.8M +$202K +565 +1%
SIA
1229
Schear Investment Advisers
Ohio
$14.7M -$456K -1,275 -3%
LOAME
1230
Lombard Odier Asset Management (Europe)
United Kingdom
$14.7M +$15.2M +42,438 New
CYG
1231
Clean Yield Group
Vermont
$14.6M +$3.58K +10 +0%
GMA
1232
Glassy Mountain Advisors
Maryland
$14.6M -$5.18M -14,495 -26%
AWA
1233
Arete Wealth Advisors
Illinois
$14.6M +$715K +1,998 +5%
AAP
1234
Arax Advisory Partners
Colorado
$14.6M -$11.4M -31,791 -43%
JWM
1235
JPL Wealth Management
Colorado
$14.6M -$1.41M -3,938 -9%
MYLI
1236
Meiji Yasuda Life Insurance
Japan
$14.5M +$434K +1,213 +3%
PDL
1237
Portfolio Design Labs
California
$14.5M +$145K +405 +1%
TC
1238
TownSquare Capital
Utah
$14.5M -$301K -842 -2%
IA
1239
Integrity Alliance
Iowa
$14.4M +$5.75M +16,090 +63%
MPPLM
1240
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$14.4M -$399K -1,115 -3%
WG
1241
Winton Group
United Kingdom
$14.4M +$2.65M +7,416 +22%
MNBTD
1242
Moody National Bank Trust Division
Texas
$14.4M -$6.57M -18,362 -31%
DCM
1243
Dilation Capital Management
New York
$14.4M +$5.09M +14,230 +52%
PUI
1244
Purpose Unlimited Inc
$14.4M +$14.8M +41,522 New
JIR
1245
James Investment Research
Ohio
$14.3M -$318K -888 -2%
RIL
1246
Rothschild Investment LLC
Illinois
$14.3M -$172K -481 -1%
DWM
1247
Diversify Wealth Management
Utah
$14.3M -$756K -2,115 -5%
Loomis, Sayles & Company
1248
Loomis, Sayles & Company
Massachusetts
$14.3M -$659K -1,843 -4%
NONA
1249
Ninety One North America
New York
$14.3M +$14.7M +41,182 New
PWS
1250
Peterson Wealth Services
Utah
$14.3M +$9.82M +27,467 +200%