We are live on ! Find out more
AVGO icon

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
SLWA
1651
San Luis Wealth Advisors
California
$7.54M -$391K -1,092 -5%
AWA
1652
Acumen Wealth Advisors
Tennessee
$7.54M +$7.79M +21,772 New
PWA
1653
Providence Wealth Advisors
Illinois
$7.52M -$87.3K -244 -1%
DC
1654
DeDora Capital
California
$7.51M -$879K -2,458 -10%
LB
1655
Legacy Bridge
Iowa
$7.5M -$2.85M -7,978 -27%
GM
1656
GeoWealth Management
Illinois
$7.44M -$308K -860 -4%
CCM
1657
Campbell Capital Management
Florida
$7.44M +$7.69M +21,500 New
LC
1658
Legacy CG
Texas
$7.43M -$944K -2,639 -11%
SGWP
1659
Sun Group Wealth Partners
California
$7.39M +$7.63M +21,350 New
SGI
1660
Summit Global Investments
Utah
$7.37M +$7.09M +19,830 +1,347%
SA
1661
Strategic Advisors
New York
$7.37M +$405K +1,132 +6%
BAM
1662
Berkshire Asset Management
Pennsylvania
$7.35M +$318K +889 +4%
OMC
1663
Oasis Management Company
Cayman Islands
$7.33M +$7.57M +21,180 New
PCA
1664
Providence Capital Advisors
North Carolina
$7.32M -$50.4K -141 -0.7%
PWW
1665
Pettyjohn Wood & White
Virginia
$7.32M +$649K +1,814 +9%
WSCM
1666
Wellington Shields Capital Management
New York
$7.3M +$101K +282 +1%
CIM
1667
CIM Investment Management
Pennsylvania
$7.25M
FCM
1668
Fourier Capital Management
$7.24M +$7.49M +20,931 New
SAM
1669
Sompo Asset Management
Japan
$7.24M -$576K -1,610 -7%
TPA
1670
Trivium Point Advisory
Connecticut
$7.24M -$29.7K -83 -0.4%
KHLMTHM
1671
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.24M +$3.19M +8,930 +75%
AIM
1672
Aurora Investment Managers
Florida
$7.23M -$50.1K -140 -0.7%
DCA
1673
DB&C Advisors
Michigan
$7.22M +$7.46M +20,860 New
HC
1674
Hourglass Capital
Texas
$7.21M +$16.1K +45 +0.2%
WETS
1675
Wealth Enhancement Trust Services
South Dakota
$7.2M +$7.44M +20,803 New