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Broadcom

4,700 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, 1,923 increasing their positions, 1,845 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: 4,2884,700 (+412)

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: 1,923 | Existing positions reduced: 1,845

29% less call options, than puts

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

Holders
4,700
Holders Change
+412
Holders Change %
+9.61%
% of All Funds
57.17%
Holding in Top 10
1,105
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+8.33%
% of All Funds
13.44%
New
630
Increased
1,923
Reduced
1,845
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
CPA
1501
Capital Planning Advisors
California
$9.22M -$639K -1,787 -6%
MMPW
1502
Mitchell McLeod Pugh & Williams
Alabama
$9.21M +$332K +928 +3%
AFT
1503
Alpha Family Trust
California
$9.19M
FM
1504
Family Management
New York
$9.19M +$7.03M +19,646 +285%
TC
1505
TwinBeech Capital
New York
$9.19M +$8.88M +24,822 +1,446%
JWM
1506
Jupiter Wealth Management
Colorado
$9.18M +$1.32M +3,703 +15%
S
1507
Sunpointe
Missouri
$9.15M +$501K +1,400 +6%
PFSC
1508
Peoples Financial Services Corp
Pennsylvania
$9.15M -$885K -2,476 -9%
LWCFA
1509
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.14M -$129K -361 -1%
MPA
1510
Marvin & Palmer Associates
Delaware
$9.13M -$2.3M -6,418 -20%
GAAM
1511
Guinness Atkinson Asset Management
California
$9.13M -$41.1K -115 -0.4%
BFPW
1512
BOK Financial Private Wealth
Colorado
$9.12M -$369K -1,032 -4%
TNA
1513
True North Advisors
Texas
$9.11M -$3.54M -9,901 -27%
CAAS
1514
Capital Asset Advisory Services
Michigan
$9.09M -$71.5K -200 -0.8%
LBWM
1515
Left Brain Wealth Management
Illinois
$9.09M -$373K -1,044 -4%
OWCM
1516
One Wealth Capital Management
Arizona
$9.07M +$3.61M +10,105 +63%
CSIC
1517
Clifford Swan Investment Counsel
California
$9.06M -$105K -293 -1%
STS
1518
SG Trading Solutions
Utah
$9.06M +$9.36M +26,187 New
TVPW
1519
Third View Private Wealth
Connecticut
$9.02M +$9.32M +26,075 New
GFP
1520
Gryphon Financial Partners
Ohio
$9.02M +$632K +1,766 +7%
CFP
1521
Catalyst Financial Partners
Massachusetts
$9.01M +$483K +1,352 +5%
TF
1522
Telligent Fund
Hong Kong
$9M +$715K +2,000 +8%
KIM
1523
Kestra Investment Management
Texas
$8.98M -$254K -710 -3%
PIM
1524
Parker Investment Management
California
$8.97M +$34.3K +96 +0.4%
BA
1525
Birinyi Associates
Connecticut
$8.97M +$75.8K +212 +0.8%