AVGO icon

Broadcom

3,997 hedge funds and large institutions have $992B invested in Broadcom in 2025 Q2 according to their latest regulatory filings, with 477 funds opening new positions, 1,782 increasing their positions, 1,476 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,997
Holders Change
+235
Holders Change %
+6.25%
% of All Funds
53.56%
Holding in Top 10
911
Holding in Top 10 Change
+371
Holding in Top 10 Change %
+68.7%
% of All Funds
12.21%
New
477
Increased
1,782
Reduced
1,476
Closed
161
Calls
$22.6B
Puts
$24.6B
Net Calls
-$1.98B
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
1576
Patriot Financial Group Insurance Agency
Massachusetts
$5.73M +$1.49M +5,419 +35%
LAM
1577
L2 Asset Management
Massachusetts
$5.7M +$259K +941 +5%
OIM
1578
Orca Investment Management
Oregon
$5.69M +$21.2K +77 +0.4%
LWAM
1579
Legacy Wealth Asset Management
Minnesota
$5.69M -$224K -811 -4%
MWM
1580
Modern Wealth Management
Kansas
$5.68M -$146K -528 -2%
RFP
1581
Root Financial Partners
California
$5.67M +$4.17M +15,127 +278%
AF
1582
Apollon Financial
South Carolina
$5.67M +$195K +707 +4%
MIC
1583
Means Investment Company
Maine
$5.67M +$880K +3,194 +18%
PIA
1584
Perennial Investment Advisors
California
$5.66M -$93.7K -340 -2%
HCM
1585
Hollencrest Capital Management
California
$5.65M +$2.61M +9,473 +86%
AA
1586
ALPS Advisors
Colorado
$5.65M -$919K -3,333 -14%
BOPW
1587
Brandywine Oak Private Wealth
Pennsylvania
$5.64M -$37.5K -136 -0.7%
CPIG
1588
Chicago Partners Investment Group
Illinois
$5.64M +$801K +2,824 +17%
BWP
1589
Balboa Wealth Partners
Arizona
$5.64M +$1.68M +6,083 +42%
MFS
1590
Mattson Financial Services
Michigan
$5.63M +$794K +2,879 +16%
FCMA
1591
Foresight Capital Management Advisors
Michigan
$5.63M -$302K -1,094 -5%
IA
1592
IAM Advisory
Pennsylvania
$5.62M -$96.5K -350 -2%
CC
1593
Commons Capital
Massachusetts
$5.6M +$114K +413 +2%
MFGM
1594
Marshall Financial Group (Maryland)
Maryland
$5.6M -$442K -1,611 -7%
EFS
1595
Essex Financial Services
Connecticut
$5.59M +$336K +1,220 +6%
TSWM
1596
Triangle Securities Wealth Management
North Carolina
$5.57M +$19.8K +72 +0.4%
IWS
1597
Insight Wealth Strategies
California
$5.54M -$1.06M -4,022 -16%
TF
1598
Telligent Fund
Hong Kong
$5.51M -$6.06M -22,000 -52%
IECM
1599
Intrinsic Edge Capital Management
Illinois
$5.51M +$5.51M +20,000 New
KFI
1600
Key Financial Inc
Pennsylvania
$5.51M +$20.1K +73 +0.4%