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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
SNB
1601
Security National Bank
Nebraska
$8.01M +$11.4K +32 +0.1%
AOWM
1602
Alpha Omega Wealth Management
Virginia
$7.99M -$202K -565 -2%
AF
1603
Apollon Financial
South Carolina
$7.99M +$661K +1,849 +9%
LIM
1604
Leavell Investment Management
Alabama
$7.99M -$188K -525 -2%
AIM
1605
Anchor Investment Management
South Carolina
$7.98M -$61.9K -173 -0.7%
7WCP
1606
71 West Capital Partners
Massachusetts
$7.98M +$8.25M +23,059 New
DLCIG
1607
D.L. Carlson Investment Group
New Hampshire
$7.98M +$82.6K +231 +1%
PNAA
1608
Pictet North America Advisors
Switzerland
$7.97M -$216K -605 -3%
EB
1609
Emprise Bank
Kansas
$7.96M -$280K -783 -3%
AG
1610
AlTi Global
New York
$7.96M -$971K -2,716 -11%
NL
1611
NVWM LLC
Pennsylvania
$7.96M -$292K -816 -3%
LWM
1612
Lyell Wealth Management
California
$7.95M +$2.35M +6,570 +40%
TAMH
1613
Taikang Asset Management (HK)
Hong Kong
$7.93M +$3.74M +10,465 +84%
FPW
1614
Fairvoy Private Wealth
Alabama
$7.93M -$167K -468 -2%
MIM
1615
Morningstar Investment Management
Illinois
$7.92M -$3.76M -10,528 -31%
SP
1616
SmartHarvest Portfolios
Washington
$7.91M +$8.17M +22,859 New
NG
1617
Novem Group
New York
$7.9M -$2.76M -7,721 -25%
IFWM
1618
Institute for Wealth Management
Colorado
$7.89M -$44.7K -125 -0.5%
RAM
1619
Ramirez Asset Management
New York
$7.88M
VIP
1620
Vista Investment Partners
Oklahoma
$7.88M -$5.72K -16 -0.1%
FFA
1621
Florida Financial Advisors
Florida
$7.88M +$90.8K +254 +1%
TIA
1622
Trust Investment Advisors
Indiana
$7.87M -$76.9K -215 -0.9%
PWM
1623
Pines Wealth Management
North Carolina
$7.84M -$62.6K -175 -0.8%
CBTWT
1624
Community Bank & Trust (Waco, Texas)
Texas
$7.84M -$400K -1,118 -5%
SP
1625
Sherman Porfolios
Idaho
$7.83M +$6.85M +19,153 +552%