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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 %
CWA
1901
Crux Wealth Advisors
California
$2.1M -$636K -3,798 -23%
CTC
1902
Cetera Trust Company
Minnesota
$2.1M -$12.6K -75 -0.6%
PCA
1903
Peddock Capital Advisors
Massachusetts
$2.1M -$13.1K -78 -0.6%
HWA
1904
HCR Wealth Advisors
California
$2.1M +$32.8K +196 +2%
LCM
1905
LCM Capital Management
Illinois
$2.09M +$73.5K +439 +4%
GA
1906
GoalVest Advisory
New York
$2.09M +$24.3K +145 +1%
VIP
1907
Vista Investment Partners
Oklahoma
$2.09M +$2.09M +12,490 New
FIM
1908
Freedom Investment Management
Connecticut
$2.09M +$470K +2,807 +29%
IWM
1909
Iams Wealth Management
Nebraska
$2.09M +$521K +3,112 +33%
EWM
1910
EPG Wealth Management
Georgia
$2.09M -$573K -3,421 -22%
CWA
1911
Consilium Wealth Advisory
Texas
$2.08M -$804K -4,800 -28%
TPW
1912
Transatlantique Private Wealth
New York
$2.08M -$47.4K -283 -2%
OL
1913
OneFund LLC
Florida
$2.07M -$26K -155 -1%
GS
1914
GWN Securities
Florida
$2.07M +$483K +2,627 +30%
HFO
1915
Heritage Family Offices
Arizona
$2.07M -$382K -2,279 -16%
FNBOH
1916
First National Bank of Hutchinson
Kansas
$2.07M -$16.1K -96 -0.8%
BCM
1917
BluePointe Capital Management
California
$2.07M +$1.08M +6,448 +109%
OC
1918
Oakworth Capital
Alabama
$2.07M -$167K -995 -7%
HP
1919
Hilltop Partners
Indiana
$2.06M -$33K -197 -2%
GJWM
1920
Gilliland Jeter Wealth Management
Arkansas
$2.06M -$252K -1,508 -11%
CCS
1921
Concentric Capital Strategies
Connecticut
$2.06M -$7.07M -42,256 -77%
WA
1922
Wambolt & Associates
Colorado
$2.06M +$261K +1,546 +14%
EGA
1923
E&G Advisors
Texas
$2.05M -$293K -1,750 -12%
NB
1924
NBT Bank
New York
$2.05M +$334K +1,996 +19%
UIA
1925
UG Investment Advisers
Taiwan
$2.05M +$2.05M +12,244 New