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Broadcom

4,608 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 575 funds opening new positions, 1,910 increasing their positions, 1,824 reducing their positions, and 118 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2.25% more ownership

Funds ownership: 74.87%77.12% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 1,910 | Existing positions reduced: 1,824

29% less call options, than puts

Call options by funds: $24.2B | Put options by funds: $34.2B

Holders
4,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,092
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.2B
Puts
$34.2B
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
SW
1401
Simplicity Wealth
New Jersey
$11M
SWM
1402
Scissortail Wealth Management
Oklahoma
$10.9M
MWM
1403
MGB Wealth Management
Texas
$10.9M
JFGIW
1404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.9M
NWM
1405
Nicola Wealth Management
British Columbia, Canada
$10.9M
AFCM
1406
Applied Finance Capital Management
Puerto Rico
$10.9M
MM
1407
Monolith Management
Hong Kong
$10.8M
CM
1408
Columbus Macro
Pennsylvania
$10.8M
CIP
1409
Convergence Investment Partners
Florida
$10.8M
QT
1410
Quantbot Technologies
New York
$10.7M
PIM
1411
Platinum Investment Management
Australia
$10.7M
DWM
1412
Dynasty Wealth Management
Florida
$10.7M
JFG
1413
Jefferies Financial Group
New York
$10.7M
RWM
1414
RBA Wealth Management
California
$10.6M
HIS
1415
Horizon Investment Services
Indiana
$10.6M
WSA
1416
Warm Springs Advisors
California
$10.6M
NHT
1417
New Hampshire Trust
New Hampshire
$10.5M
SA
1418
Sovran Advisors
California
$10.5M
CAMV
1419
Concord Asset Management (Virginia)
Virginia
$10.5M
RCM
1420
RB Capital Management
Nevada
$10.5M
SIA
1421
Soltis Investment Advisors
Utah
$10.4M
PVM
1422
Palogic Value Management
Texas
$10.4M
FGP
1423
Freestone Grove Partners
California
$10.4M
EGA
1424
Eagle Global Advisors
Texas
$10.4M
KWM
1425
Keebeck Wealth Management
Illinois
$10.4M