AVGO icon

Broadcom

4,272 hedge funds and large institutions have $1.17T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 375 funds opening new positions, 1,747 increasing their positions, 1,800 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: 1,747 | Existing positions reduced: 1,800

1.88% less ownership

Funds ownership: 76.8%74.91% (-1.9%)

14% less call options, than puts

Call options by funds: $26.9B | Put options by funds: $31.2B

Holders
4,272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,014
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.9B
Puts
$31.2B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1501
Connecticut Wealth Management
Connecticut
$8.41M
MWM
1502
MOKAN Wealth Management
Kansas
$8.36M
UCMOK
1503
United Capital Management of KS
Kansas
$8.33M
PWA
1504
Providence Wealth Advisors
Illinois
$8.31M
JIP
1505
Jaffetilchin Investment Partners
Florida
$8.31M
BBP
1506
Banco BTG Pactual
Brazil
$8.28M
IIC
1507
Ironwood Investment Counsel
Arizona
$8.28M
LSPW
1508
Lake Street Private Wealth
Illinois
$8.28M
KC
1509
Knuff & Co
California
$8.27M
S
1510
Sunpointe
Missouri
$8.26M
HCM
1511
Hengehold Capital Management
Ohio
$8.25M
BHIA
1512
Birch Hill Investment Advisors
Massachusetts
$8.25M
ACM
1513
Aljian Capital Management
Nevada
$8.21M
NDSI
1514
Newman Dignan & Sheerar Inc
Rhode Island
$8.18M
AW
1515
Alaethes Wealth
Nevada
$8.18M
ESB
1516
Essex Savings Bank
Connecticut
$8.16M
CA
1517
CGN Advisors
Kansas
$8.16M
CFP
1518
Catalyst Financial Partners
Massachusetts
$8.15M
BIA
1519
Benchmark Investment Advisors
Illinois
$8.12M
SCM
1520
Soros Capital Management
New York
$8.1M
CWMK
1521
Caliber Wealth Management (Kansas)
Kansas
$8.1M
BMWS
1522
Brady Martz Wealth Solutions
North Dakota
$8.07M
SACTSONJ
1523
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$8.05M
BDS
1524
Banco de Sabadell
Florida
$8.04M
GLR
1525
Great Lakes Retirement
Ohio
$8.03M