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Broadcom

3,762 hedge funds and large institutions have $591B invested in Broadcom in 2025 Q1 according to their latest regulatory filings, with 246 funds opening new positions, 1,745 increasing their positions, 1,525 reducing their positions, and 271 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,762
Holders Change
-104
Holders Change %
-2.69%
% of All Funds
51.1%
Holding in Top 10
540
Holding in Top 10 Change
-282
Holding in Top 10 Change %
-34.31%
% of All Funds
7.33%
New
246
Increased
1,745
Reduced
1,525
Closed
271
Calls
$14.1B
Puts
$16.6B
Net Calls
-$2.48B
Net Calls Change
+$819M
Name Holding Trade Value Shares
Change
Shares
Change %
SVWG
1826
Shared Vision Wealth Group
United States
$2.39M -$273K -1,631 -10%
CWM
1827
Cornerstone Wealth Management
Missouri
$2.39M +$700K +4,179 +41%
CD
1828
Chapin Davis
Maryland
$2.38M -$200K -1,195 -8%
QC
1829
Quent Capital
New York
$2.38M +$102K +612 +4%
WE
1830
Wealth Effects
Massachusetts
$2.38M -$51.4K -307 -2%
HFS
1831
Howard Financial Services
Texas
$2.38M +$123K +736 +5%
TPW
1832
Talon Private Wealth
Florida
$2.38M +$1.97M +11,485 +489%
MCC
1833
Money Concepts Capital
Florida
$2.36M +$164K +981 +7%
PWA
1834
Phoenix Wealth Advisors
North Carolina
$2.35M -$585K -3,494 -20%
AF
1835
Advisornet Financial
Minnesota
$2.35M -$318K -1,901 -12%
RCA
1836
Roberts Capital Advisors
Colorado
$2.34M
MS
1837
Madden Securities
Texas
$2.34M +$1.26M +7,532 +117%
WAM
1838
Worth Asset Management
Texas
$2.33M +$1.94M +11,616 +505%
IF
1839
Intrua Financial
Texas
$2.33M -$66K -394 -3%
TWP
1840
Triad Wealth Partners
Kansas
$2.32M +$694K +4,145 +43%
MA
1841
MCF Advisors
Kentucky
$2.32M -$33K -197 -1%
KAS
1842
KPP Advisory Services
Kentucky
$2.31M +$1.31M +7,827 +130%
CAWM
1843
Capital Advisors Wealth Management
Washington
$2.31M -$513K -3,067 -18%
RZH
1844
Relyea Zuckerberg Hanson
Connecticut
$2.31M +$88.7K +530 +4%
OIA
1845
Optimum Investment Advisors
Illinois
$2.31M +$44.9K +268 +2%
LAIC
1846
Lederer & Associates Investment Counsel
California
$2.3M +$108K +645 +5%
CPC
1847
Cookson Peirce & Co
Pennsylvania
$2.3M +$450K +2,685 +24%
ISFAN
1848
Investor's Fiduciary Advisor Network
Washington
$2.29M -$358K -2,137 -14%
ABWM
1849
Alpine Bank Wealth Management
Colorado
$2.29M +$2.29M +13,673 New
KIM
1850
Kane Investment Management
California
$2.29M +$377K +2,253 +20%