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
CGFA
1801
Colton Groome Financial Advisors
North Carolina
$6.02M +$636K +1,779 +11%
YIA
1802
YHB Investment Advisors
Connecticut
$6.02M -$414K -1,158 -6%
JWBC
1803
J.W. Burns & Co
New York
$6.02M +$275K +768 +5%
CIP
1804
Capital Insight Partners
Arizona
$6.01M -$138K -387 -2%
FCT
1805
Family Capital Trust
Massachusetts
$6.01M +$44.7K +125 +0.7%
AWM
1806
Ameliora Wealth Management
Switzerland
$6.01M +$544K +1,521 +10%
JSL
1807
JT Stratford LLC
Georgia
$5.99M +$447K +1,251 +8%
IIA
1808
Integrity Investment Advisors
Colorado
$5.97M +$5.28M +14,769 +594%
MS
1809
Madden Securities
Texas
$5.97M -$13.9K -39 -0.2%
KWM
1810
Kingsman Wealth Management
Florida
$5.96M +$1.92M +5,378 +45%
WAAG
1811
Wealth Alliance Advisory Group
Kansas
$5.93M -$236K -660 -4%
PCS
1812
Personal CFO Solutions
New Jersey
$5.92M +$167K +466 +3%
ST
1813
Smithfield Trust
Pennsylvania
$5.91M +$590K +1,651 +11%
CWM
1814
Circle Wealth Management
New Jersey
$5.9M -$139K -389 -2%
HCM
1815
Hollencrest Capital Management
California
$5.9M -$1.02M -2,859 -14%
MFS
1816
Mattson Financial Services
Michigan
$5.89M -$1.11M -3,092 -15%
MW
1817
MBL Wealth
North Carolina
$5.89M +$1.55M +4,321 +34%
RS
1818
Robeco Schweiz
Switzerland
$5.88M +$1.11M +3,100 +22%
DWM
1819
Drive Wealth Management
Utah
$5.88M +$857K +2,397 +16%
LWAM
1820
Legacy Wealth Asset Management
Minnesota
$5.87M -$37.9K -106 -0.6%
IP
1821
Indivisible Partners
Florida
$5.87M +$6.06M +16,947 New
TSWM
1822
Triangle Securities Wealth Management
North Carolina
$5.85M -$103K -289 -2%
SM
1823
STF Management
Texas
$5.85M -$9.17M -25,632 -60%
AFA
1824
AA Financial Advisors
Ohio
$5.84M -$191K -534 -3%
RIA
1825
Realta Investment Advisors
Delaware
$5.82M -$629K -1,760 -9%