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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 %
WIM
1701
WealthPlan Investment Management
Nebraska
$4.62M +$1.02M +3,702 +28%
TCOV
1702
Trust Company of Vermont
Vermont
$4.6M +$48.2K +175 +1%
GSWM
1703
Golden State Wealth Management
California
$4.59M +$225K +817 +5%
SFC
1704
SYM Financial Corp
Indiana
$4.59M +$45.2K +164 +1%
LFA
1705
Legacy Financial Advisors
Kentucky
$4.59M +$482K +1,749 +12%
CCA
1706
Childress Capital Advisors
Texas
$4.58M +$314K +1,139 +7%
RIG
1707
RiverFront Investment Group
Virginia
$4.55M +$2.36M +8,566 +108%
LWM
1708
Lyell Wealth Management
California
$4.55M -$28.7K -104 -0.6%
FWC
1709
First Washington Corp
Washington
$4.52M
JWWM
1710
Johnson & White Wealth Management
Pennsylvania
$4.52M -$138K -502 -3%
JWBC
1711
J.W. Burns & Co
New York
$4.52M +$1.5M +5,430 +50%
FDS
1712
Freedom Day Solutions
Texas
$4.52M -$405K -1,471 -8%
FFA
1713
Florida Financial Advisors
Florida
$4.51M +$1.17M +4,250 +35%
SFG
1714
SevenBridge Financial Group
Pennsylvania
$4.51M +$806K +2,577 +22%
CIM
1715
Cambria Investment Management
California
$4.51M +$4.51M +16,344 New
TWP
1716
Triad Wealth Partners
Kansas
$4.5M +$680K +2,468 +18%
AGC
1717
Aspen Grove Capital
Colorado
$4.5M +$556K +2,017 +14%
KCM
1718
KRS Capital Management
Michigan
$4.49M +$135K +488 +3%
PFS
1719
Physicians Financial Services
North Carolina
$4.48M +$110K +400 +3%
CNFG
1720
Creegan & Nassoura Financial Group
New Hampshire
$4.48M -$163K -590 -4%
RWMG
1721
Redwood Wealth Management Group
New Jersey
$4.48M +$44.9K +163 +1%
HCM
1722
HMS Capital Management
Tennessee
$4.48M +$14.1K +51 +0.3%
SFO
1723
Stokes Family Office
Louisiana
$4.47M +$56K +203 +1%
VBCG
1724
Valley Brook Capital Group
Pennsylvania
$4.46M -$241K -875 -5%
CWP
1725
Capital Wealth Planning
Florida
$4.46M +$2.88M +10,451 +183%