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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 %
MWA
1876
Meridian Wealth Advisors
Texas
$2.2M -$69.5K -415 -3%
TC
1877
Trilogy Capital
California
$2.19M +$357K +2,131 +19%
WIM
1878
WealthPlan Investment Management
Nebraska
$2.19M +$690K +4,121 +46%
SIAG
1879
Safeguard Investment Advisory Group
California
$2.18M +$546K +3,260 +33%
SCM
1880
Seascape Capital Management
New Hampshire
$2.18M -$194K -1,157 -8%
SF
1881
Slagle Financial
Illinois
$2.17M +$2.17M +12,986 New
TCOO
1882
Trust Company of Oklahoma
Oklahoma
$2.17M +$262K +1,567 +14%
CM
1883
Cercano Management
Washington
$2.17M -$80.5K -481 -4%
RPWA
1884
Regent Peak Wealth Advisors
Georgia
$2.17M -$61.4K -367 -3%
CCM
1885
Connective Capital Management
California
$2.16M +$2.16M +12,892 New
OWCM
1886
One Wealth Capital Management
Arizona
$2.15M +$106K +632 +5%
FP
1887
Fiduciary Planning
Florida
$2.15M +$6.7K +40 +0.3%
RAM
1888
RedJay Asset Management
Ontario, Canada
$2.14M +$2.14M +12,800 New
CG
1889
Curat Global
New Hampshire
$2.14M +$2.14M +12,800 New
CWC
1890
Carolinas Wealth Consulting
North Carolina
$2.14M +$7.53K +45 +0.4%
PWMG
1891
Prestige Wealth Management Group
New Jersey
$2.13M +$470K +2,805 +28%
GCM
1892
Generation Capital Management
New York
$2.12M -$56.1K -335 -3%
FCFC
1893
First Commonwealth Financial Corp
Pennsylvania
$2.12M -$966K -5,771 -31%
AWC
1894
Abundance Wealth Counselors
Pennsylvania
$2.12M -$271K -1,461 -11%
TBC
1895
Ted Buchan & Co
California
$2.11M +$65.8K +393 +3%
AWM
1896
Aviso Wealth Management
Washington
$2.11M -$14.6K -87 -0.7%
AWM
1897
Ariadne Wealth Management
California
$2.11M +$57.7K +277 +3%
AWM
1898
Abound Wealth Management
Tennessee
$2.11M +$34.3K +205 +2%
AFM
1899
Aspetuck Financial Management
Connecticut
$2.11M -$8.37K -50 -0.4%
JCM
1900
Jacobi Capital Management
Pennsylvania
$2.11M +$114K +681 +6%