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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
SB
1626
Simmons Bank
Arkansas
$7.81M +$377K +1,055 +5%
SGM
1627
Scalar Gauge Management
Texas
$7.79M -$6.97M -19,500 -46%
PWPS
1628
Pinnacle Wealth Planning Services
Ohio
$7.79M +$247K +692 +3%
WIM
1629
WealthPlan Investment Management
Nebraska
$7.77M +$3.48M +9,745 +77%
PFBT
1630
Parkside Financial Bank & Trust
Missouri
$7.77M +$237K +664 +3%
APW
1631
Austin Private Wealth
Texas
$7.76M +$328K +918 +4%
CPBTD
1632
Central Pacific Bank - Trust Division
Hawaii
$7.76M -$409K -1,143 -5%
OC
1633
Oarsman Capital
Wisconsin
$7.75M +$96.2K +269 +1%
MWM
1634
Modern Wealth Management
Kansas
$7.74M +$337K +941 +4%
RWP
1635
Ridgecrest Wealth Partners
California
$7.73M +$6.67M +18,646 +505%
COI
1636
Connable Office Inc
Michigan
$7.69M -$22.5K -63 -0.3%
DWG
1637
Darden Wealth Group
Michigan
$7.69M +$676K +1,891 +9%
GCM
1638
Gunderson Capital Management
South Carolina
$7.68M +$7.93M +22,186 New
CA
1639
CGN Advisors
Kansas
$7.67M -$917K -2,565 -10%
DFCM
1640
Dark Forest Capital Management
Puerto Rico
$7.67M +$251K +703 +3%
DAS
1641
Daybright Advisory Services
Florida
$7.66M +$7.92M +22,134 New
SACTSONJ
1642
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$7.65M -$823K -2,300 -9%
AA
1643
Armis Advisers
Georgia
$7.64M -$830K -2,320 -9%
TWP
1644
Triad Wealth Partners
Kansas
$7.63M -$1.91M -5,352 -20%
RS
1645
Rakuten Securities
Japan
$7.63M +$333K +930 +4%
PWM
1646
Palacios Wealth Management
Florida
$7.6M -$1.79M -5,000 -19%
BHPW
1647
Beverly Hills Private Wealth
California
$7.59M -$545K -1,524 -6%
CFO
1648
CVA Family Office
Colorado
$7.59M +$8.94K +25 +0.1%
TWM
1649
Tradition Wealth Management
Minnesota
$7.57M -$114K -320 -1%
CA
1650
CWC Advisors
Oregon
$7.56M -$186K -519 -2%