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Broadcom

4,264 hedge funds and large institutions have $1.17T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 374 funds opening new positions, 1,743 increasing their positions, 1,798 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 1,743 | Existing positions reduced: 1,798

1.89% less ownership

Funds ownership: 76.76%74.87% (-1.9%)

14% less call options, than puts

Call options by funds: $26.9B | Put options by funds: $31.2B

Holders
4,264
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,011
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.9B
Puts
$31.2B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1801
Oakworth Capital
Alabama
$5.15M
CPWA
1802
Cerro Pacific Wealth Advisors
California
$5.14M
SFG
1803
SevenBridge Financial Group
Pennsylvania
$5.13M
BIP
1804
Blueprint Investment Partners
North Carolina
$5.13M
KAS
1805
KPP Advisory Services
Kentucky
$5.13M
WWM
1806
Wolff Wiese Magana
California
$5.13M
WI
1807
WrapManager Inc
California
$5.11M
TC
1808
Trilogy Capital
California
$5.1M
ST
1809
Smithfield Trust
Pennsylvania
$5.1M
PGWM
1810
Parisi Gray Wealth Management
New Jersey
$5.09M
LA
1811
LM Advisors
California
$5.09M
MC
1812
Mathes Company
New York
$5.06M
NF
1813
Nikulski Financial
Iowa
$5.06M
DWA
1814
Douglass Winthrop Advisors
New York
$5.05M
QT
1815
Quantbot Technologies
New York
$5.05M
FMTC
1816
Farmers & Merchants Trust Company
California
$5.05M
RPCONE
1817
Retirement Planning Company of New England
Rhode Island
$5.05M
IWS
1818
Insight Wealth Strategies
California
$5.04M
PPWM
1819
Paragon Private Wealth Management
Kentucky
$5.04M
JWWM
1820
Johnson & White Wealth Management
Pennsylvania
$5.04M
HFS
1821
Howard Financial Services
Texas
$5M
HCM
1822
HMS Capital Management
Tennessee
$5M
CIM
1823
Corda Investment Management
Texas
$5M
NB
1824
NBT Bank
New York
$4.99M
IP
1825
Ignite Planners
California
$4.99M