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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
CAIM
1901
Catherine Avery Investment Management
Florida
$5.39M -$31.1K -87 -0.6%
TCBWMS
1902
Texas Capital Bank Wealth Management Services
Texas
$5.38M +$766K +2,143 +16%
MC
1903
Mathes Company
New York
$5.37M +$66.2K +185 +1%
SSG
1904
Summit Securities Group
New York
$5.37M -$1.85M -5,168 -25%
PGWM
1905
Parisi Gray Wealth Management
New Jersey
$5.36M +$19K +53 +0.3%
WCAMG
1906
Woodard & Company Asset Management Group
North Carolina
$5.35M +$434K +1,214 +9%
DCM
1907
Dudley Capital Management
Virginia
$5.34M -$131K -365 -2%
LOIM
1908
Liberty One Investment Management
Illinois
$5.33M -$5.02M -14,033 -48%
FDS
1909
Freedom Day Solutions
Texas
$5.33M -$182K -508 -3%
LFS
1910
Lighthouse Financial Services
California
$5.33M +$5.51M +15,403 New
GAMC
1911
Garner Asset Management Corp
Texas
$5.33M +$218K +609 +4%
TAIM
1912
Te Ahumairangi Investment Management
New Zealand
$5.32M -$2.04M -5,717 -27%
WWM
1913
Waterway Wealth Management
Texas
$5.32M +$3.17M +8,874 +137%
LSIA
1914
LaSalle St. Investment Advisors
Illinois
$5.31M +$117K +326 +2%
RPWA
1915
Regent Peak Wealth Advisors
Georgia
$5.3M +$72.6K +203 +1%
LWL
1916
Leo Wealth LLC
Texas
$5.3M +$1.78M +4,966 +48%
ACM
1917
Aubrey Capital Management
United Kingdom
$5.29M -$787K -2,200 -13%
HFS
1918
Howard Financial Services
Texas
$5.29M +$40.1K +112 +0.7%
AC
1919
Amitell Capital
Singapore
$5.27M +$5.44M +15,226 New
DCM
1920
DGS Capital Management
New Jersey
$5.26M +$218K +609 +4%
OA
1921
Operose Advisors
Wisconsin
$5.25M +$565K +1,579 +12%
GWM
1922
Greenwich Wealth Management
Connecticut
$5.25M +$549K +1,535 +11%
AGC
1923
Aspen Grove Capital
Colorado
$5.24M +$12.2K +34 +0.2%
CW
1924
CrossGen Wealth
North Carolina
$5.23M +$5.41M +15,118 New
OWM
1925
Orca Wealth Management
Florida
$5.23M -$39.7K -111 -0.7%