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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
WP
1751
WealthShield Partners
North Carolina
$6.5M +$102K +284 +2%
LFA
1752
Legacy Financial Advisors
Kentucky
$6.5M +$519K +1,450 +8%
MWA
1753
Meridian Wealth Advisors
Texas
$6.48M -$478K -1,338 -7%
CWMK
1754
Caliber Wealth Management (Kansas)
Kansas
$6.48M -$2.09M -5,839 -24%
RMC
1755
Ring Mountain Capital
California
$6.47M +$55.8K +156 +0.9%
VR
1756
Vision Retirement
New Jersey
$6.46M +$6.67M +18,657 New
SCM
1757
Sitrin Capital Management
California
$6.44M -$49.4K -138 -0.7%
SOAM
1758
SBI Okasan Asset Management
Japan
$6.43M +$6.58M +18,408 New
CWM
1759
Cornerstone Wealth Management
Missouri
$6.43M +$561K +1,569 +9%
LI
1760
LRI Investments
Florida
$6.42M +$61.5K +172 +0.9%
FM
1761
Foster & Motley
Ohio
$6.42M -$424K -1,185 -6%
VIS
1762
Vega Investment Solutions
France
$6.41M +$6.62M +18,511 New
WMA
1763
West Michigan Advisors
Michigan
$6.4M -$1.71M -4,789 -21%
DCU
1764
Dara Capital US
Florida
$6.39M +$6.6M +18,467 New
EFM
1765
Eley Financial Management
Vermont
$6.38M -$1.24M -3,473 -16%
BHWM
1766
Bar Harbor Wealth Management
New Hampshire
$6.36M +$558K +1,559 +9%
IIA
1767
ICW Investment Advisors
Arizona
$6.35M +$21.8K +61 +0.3%
GSWM
1768
Golden State Wealth Management
California
$6.34M +$473K +1,322 +8%
JGCM
1769
Joseph Group Capital Management
Ohio
$6.33M +$181K +507 +3%
AA
1770
Alta Advisers
United Kingdom
$6.33M -$2.05M -5,720 -24%
MAWA
1771
Moss Adams Wealth Advisors
Washington
$6.32M +$52.6K +147 +0.8%
LAM
1772
Lynch Asset Management
Pennsylvania
$6.32M +$89.4K +250 +1%
CFCI
1773
Comprehensive Financial Consultants Institutional
Indiana
$6.31M -$940K -2,628 -13%
II
1774
Inspire Investing
Idaho
$6.31M +$1.43M +4,004 +28%
VCM
1775
Violich Capital Management
California
$6.3M +$41.1K +115 +0.6%