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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 %
WI
1626
WrapManager Inc
California
$5.25M -$107K -387 -2%
PP
1627
Patten & Patten
Tennessee
$5.24M -$604K -2,191 -10%
GM
1628
GeoWealth Management
Illinois
$5.24M -$90.4K -328 -2%
CRWM
1629
Castle Rock Wealth Management
California
$5.24M -$1.56M -5,405 -23%
CPR
1630
CSU Producer Resources
Ohio
$5.24M
RCAG
1631
Rehmann Capital Advisory Group
Michigan
$5.24M +$257K +931 +5%
LI
1632
LRI Investments
Florida
$5.23M -$342K -1,242 -6%
GSIAS
1633
Garden State Investment Advisory Services
New Jersey
$5.23M +$872K +3,161 +20%
BB
1634
Bell Bank
North Dakota
$5.22M +$84.3K +306 +2%
WFI
1635
West Family Investments
California
$5.22M +$2.52M +9,144 +93%
BA
1636
Bridgewater Advisors
New York
$5.19M +$291K +979 +6%
AWM
1637
Ameliora Wealth Management
Switzerland
$5.19M -$846K -3,069 -14%
SIC
1638
Sigma Investment Counselors
Michigan
$5.18M +$762K +2,763 +17%
YIA
1639
YHB Investment Advisors
Connecticut
$5.18M +$124K +451 +2%
CFIA
1640
Cantor Fitzgerald Investment Advisors
New York
$5.17M -$562K -2,038 -10%
PCA
1641
Prosperity Capital Advisors
Ohio
$5.16M +$800K +2,901 +18%
HWMC
1642
Heritage Wealth Management (California)
California
$5.16M +$7.99K +29 +0.2%
PWW
1643
Pettyjohn Wood & White
Virginia
$5.16M +$152K +550 +3%
RMC
1644
Ring Mountain Capital
California
$5.14M +$156K +551 +3%
LCC
1645
Lincoln Capital Corp
Rhode Island
$5.13M -$274K -993 -5%
SF
1646
Slagle Financial
Illinois
$5.12M +$1.54M +5,591 +43%
PT
1647
Plimoth Trust
Massachusetts
$5.12M +$407K +1,476 +9%
STAS
1648
Strong Tower Advisory Services
Minnesota
$5.12M +$76.6K +278 +2%
MFS
1649
Mirabella Financial Services
United Kingdom
$5.12M -$30.3M -109,611 -86%
AFA
1650
AA Financial Advisors
Ohio
$5.1M +$618K +2,242 +14%