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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
RA
1701
Riverstone Advisors
Texas
$6.9M +$249K +697 +4%
WFG
1702
Wills Financial Group
Virginia
$6.9M -$507K -1,419 -7%
LI
1703
Louisbourg Investments
New Brunswick, Canada
$6.89M -$200K -559 -2%
CCA
1704
Childress Capital Advisors
Texas
$6.89M +$141K +395 +2%
BB
1705
Bell Bank
North Dakota
$6.89M +$350K +978 +5%
PNFS
1706
PW Nova Financial Services
Pennsylvania
$6.87M +$7.07M +19,775 New
BMWS
1707
Brady Martz Wealth Solutions
North Dakota
$6.87M -$1.65M -4,607 -19%
PFA
1708
Pure Financial Advisors
California
$6.87M +$355K +993 +5%
SFO
1709
Stokes Family Office
Louisiana
$6.86M +$987K +2,761 +16%
AG
1710
Advocate Group
Minnesota
$6.86M -$774K -2,164 -10%
FI
1711
Finivi Inc
Massachusetts
$6.86M -$596K -1,667 -8%
PPWM
1712
Paragon Private Wealth Management
Kentucky
$6.84M +$1.61M +4,499 +29%
C
1713
Certuity
Florida
$6.83M +$45.1K +126 +0.6%
KIM
1714
Kurv Investment Management
California
$6.82M +$7.05M +19,716 New
TF
1715
Trek Financial
Arizona
$6.82M -$4.3M -12,011 -38%
SP
1716
Stonebrook Private
Michigan
$6.81M -$6.72M -18,792 -49%
KC
1717
Karras Company
Utah
$6.81M +$7.03M +19,665 New
BWM
1718
BKM Wealth Management
Wisconsin
$6.8M +$1.14M +3,188 +19%
IBOK
1719
Independence Bank of Kentucky
Kentucky
$6.8M +$257K +719 +4%
SF
1720
Slagle Financial
Illinois
$6.79M +$458K +1,282 +7%
FAM
1721
Formidable Asset Management
Ohio
$6.77M -$88.3K -247 -1%
PIA
1722
Perennial Investment Advisors
California
$6.76M -$136K -381 -2%
GSIAS
1723
Garden State Investment Advisory Services
New Jersey
$6.75M +$668K +1,868 +11%
RF
1724
Robbins Farley
New Hampshire
$6.75M -$727K -2,034 -9%
JRP
1725
Jasper Ridge Partners
California
$6.75M