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Broadcom

4,701 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 631 funds opening new positions, 1,923 increasing their positions, 1,845 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 631 | Existing positions closed: 119

10% more funds holding

Funds holding: 4,2884,701 (+413)

8% more funds holding in top 10

Funds holding in top 10: 1,0201,106 (+86)

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
4,701
Holders Change
+413
Holders Change %
+9.63%
% of All Funds
57.18%
Holding in Top 10
1,106
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+8.43%
% of All Funds
13.45%
New
631
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
GIA
1976
Guyasuta Investment Advisors
Pennsylvania
$4.91M +$1.85M +5,178 +58%
NI
1977
NCP Inc
California
$4.9M +$737K +2,061 +17%
WE
1978
Wealth Effects
Massachusetts
$4.9M -$106K -297 -2%
EWA
1979
Eagle Wealth Advisors
Connecticut
$4.9M +$5.06M +14,145 New
HIS
1980
Harvest Investment Services
Illinois
$4.89M +$154K +432 +3%
RZH
1981
Relyea Zuckerberg Hanson
Connecticut
$4.89M -$146K -408 -3%
SC
1982
Sepio Capital
Utah
$4.89M +$2.97M +8,296 +142%
LFP
1983
Leeward Financial Partners
Washington
$4.87M +$455K +1,271 +10%
LAM
1984
Lewis Asset Management
California
$4.87M +$131K +366 +3%
SFG
1985
SevenBridge Financial Group
Pennsylvania
$4.87M +$187K +523 +4%
PWA
1986
Phoenix Wealth Advisors
North Carolina
$4.86M -$39K -109 -0.8%
CH
1987
Cromwell Holdings
Wyoming
$4.85M
MAM
1988
Milestone Asset Management
Pennsylvania
$4.85M +$4.59M +12,826 +1,078%
BWP
1989
BSW Wealth Partners
Colorado
$4.85M -$293K -820 -6%
CCM
1990
Consolidated Capital Management
California
$4.84M +$4.65M +12,994 +1,294%
AA
1991
Altman Advisors
Illinois
$4.83M -$1.49M -4,179 -23%
SFC
1992
SYM Financial Corp
Indiana
$4.83M +$16.8K +47 +0.3%
AWC
1993
Abundance Wealth Counselors
Pennsylvania
$4.83M -$123K -345 -2%
AOWM
1994
Asset One Wealth Management
Washington
$4.83M +$5.21M +14,574 New
JCM
1995
Jacobi Capital Management
Pennsylvania
$4.81M +$149K +418 +3%
PFG
1996
Prosperity Financial Group
California
$4.81M +$411K +1,148 +9%
MMCM
1997
Murphy & Mullick Capital Management
New York
$4.8M -$25.7K -72 -0.5%
CWM
1998
Chesapeake Wealth Management
Virginia
$4.79M -$21.5K -60 -0.4%
SLFPAM
1999
St. Louis Financial Planners Asset Management
Missouri
$4.79M -$654K -1,828 -12%
EFMC
2000
Empire Financial Management Company
New York
$4.77M -$88.7K -248 -2%