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Broadcom

4,611 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 577 funds opening new positions, 1,910 increasing their positions, 1,825 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2.24% more ownership

Funds ownership: 74.87%77.11% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 1,910 | Existing positions reduced: 1,825

29% less call options, than puts

Call options by funds: $24.2B | Put options by funds: $34.2B

Holders
4,611
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,092
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.2B
Puts
$34.2B
Net Calls
Net Calls Change

Top Buyers

1 +$4.08B
2 +$2.53B
3 +$2.31B
4
State Street
State Street
Massachusetts
+$1.8B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
HR
2001
Hardy Reed
Mississippi
$4.67M
AMG
2002
Advisors Management Group
Wisconsin
$4.67M
BWM
2003
Bosman Wealth Management
California
$4.65M
FWI
2004
Facet Wealth Inc
Maryland
$4.65M
OL
2005
OneFund LLC
Florida
$4.65M
HNB
2006
Hilltop National Bank
Wyoming
$4.64M
FCFC
2007
First Commonwealth Financial Corp
Pennsylvania
$4.63M
DCM
2008
Davidson Capital Management
Texas
$4.63M
AWG
2009
Altus Wealth Group
Colorado
$4.62M
SIM
2010
Studio Investment Management
Illinois
$4.62M
EGM
2011
Engineers Gate Manager
New York
$4.62M
NFA
2012
Northern Financial Advisors
Michigan
$4.59M
Financial Engines Advisors
2013
Financial Engines Advisors
California
$4.59M
BWM
2014
BNC Wealth Management
Oregon
$4.57M
BCM
2015
Brasada Capital Management
Texas
$4.56M
CG
2016
CFO4Life Group
Texas
$4.56M
JWM
2017
Jeppson Wealth Management
California
$4.56M
TVAMP
2018
Tennessee Valley Asset Management Partners
Tennessee
$4.55M
KA
2019
Klingman & Associates
New York
$4.55M
PWMG
2020
Prestige Wealth Management Group
New Jersey
$4.55M
ACM
2021
Accent Capital Management
Ohio
$4.53M
FWA
2022
FSM Wealth Advisors
Ohio
$4.51M
BONH
2023
Bank of New Hampshire
New Hampshire
$4.51M
SR
2024
Syntax Research
Florida
$4.5M
AWMT
2025
AAFMAA Wealth Management & Trust
North Carolina
$4.5M