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Broadcom

3,997 hedge funds and large institutions have $992B invested in Broadcom in 2025 Q2 according to their latest regulatory filings, with 477 funds opening new positions, 1,782 increasing their positions, 1,476 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,997
Holders Change
+235
Holders Change %
+6.25%
% of All Funds
53.56%
Holding in Top 10
911
Holding in Top 10 Change
+371
Holding in Top 10 Change %
+68.7%
% of All Funds
12.21%
New
477
Increased
1,782
Reduced
1,476
Closed
161
Calls
$22.6B
Puts
$24.6B
Net Calls
-$1.98B
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Shares
Change %
PEA
1976
Park Edge Advisors
Ohio
$2.98M +$944K +3,423 +46%
BFG
1977
Beacon Financial Group
Texas
$2.97M +$288K +1,044 +11%
SAM
1978
SP Asset Management
California
$2.97M +$39.7K +144 +1%
PWM
1979
Prentice Wealth Management
New York
$2.97M -$144K -524 -5%
CWA
1980
Canvas Wealth Advisors
Kansas
$2.95M +$181K +616 +7%
DF
1981
Donoghue Forlines
Massachusetts
$2.95M -$250K -906 -8%
NL
1982
Navalign LLC
California
$2.94M -$283K -1,028 -9%
PCS
1983
Personal CFO Solutions
New Jersey
$2.94M +$218K +792 +8%
KIM
1984
Kane Investment Management
California
$2.93M -$842K -3,053 -22%
EHWM
1985
Eads & Heald Wealth Management
Georgia
$2.92M -$250K -907 -8%
WG
1986
Winton Group
United Kingdom
$2.92M +$2.92M +10,580 New
PIA
1987
Pinion Investment Advisors
Kansas
$2.91M -$5.36M -19,445 -65%
IWM
1988
Iams Wealth Management
Nebraska
$2.91M -$527K -1,913 -15%
MCM
1989
Monument Capital Management
Virginia
$2.91M -$2.1M -7,621 -42%
RMCM
1990
Reynders McVeigh Capital Management
Massachusetts
$2.91M -$64.5K -234 -2%
CG
1991
CFO4Life Group
Texas
$2.9M +$52.9K +192 +2%
ORG
1992
Optimist Retirement Group
Washington
$2.9M -$2.76K -10 -0.1%
CWP
1993
Core Wealth Partners
California
$2.9M +$355K +1,288 +14%
FAIM
1994
Financial Advocates Investment Management
Washington
$2.89M -$2.61M -9,463 -47%
AWA
1995
Amplius Wealth Advisors
Pennsylvania
$2.89M -$75K -272 -3%
XF
1996
XML Financial
Maryland
$2.89M +$168K +610 +6%
ICM
1997
IMS Capital Management
Oregon
$2.89M -$351K -1,275 -11%
4WM
1998
44 Wealth Management
Oregon
$2.89M +$81.9K +297 +3%
MWM
1999
MFG Wealth Management
Indiana
$2.89M +$1.09M +3,945 +60%
FNA
2000
First National Advisers
Nebraska
$2.88M +$220K +797 +8%