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Broadcom

4,646 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 597 funds opening new positions, 1,915 increasing their positions, 1,835 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2.18% more ownership

Funds ownership: 74.91%77.09% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 1,915 | Existing positions reduced: 1,835

29% less call options, than puts

Call options by funds: $24.3B | Put options by funds: $34.3B

Holders
4,646
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,096
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.3B
Puts
$34.3B
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
CPA
2001
Capital Performance Advisors
California
$4.7M
CSPIA
2002
Cary Street Partners Investment Advisory
Virginia
$4.69M
MCA
2003
Millennium Capital Advisors
Arkansas
$4.68M
CCP
2004
Cane Capital Partners
Louisiana
$4.67M
HR
2005
Hardy Reed
Mississippi
$4.67M
AMG
2006
Advisors Management Group
Wisconsin
$4.67M
BWM
2007
Bosman Wealth Management
California
$4.65M
FWI
2008
Facet Wealth Inc
Maryland
$4.65M
OL
2009
OneFund LLC
Florida
$4.65M
HNB
2010
Hilltop National Bank
Wyoming
$4.64M
FCFC
2011
First Commonwealth Financial Corp
Pennsylvania
$4.63M
DCM
2012
Davidson Capital Management
Texas
$4.63M
AWG
2013
Altus Wealth Group
Colorado
$4.62M
SIM
2014
Studio Investment Management
Illinois
$4.62M
EGM
2015
Engineers Gate Manager
New York
$4.62M
NFA
2016
Northern Financial Advisors
Michigan
$4.59M
Financial Engines Advisors
2017
Financial Engines Advisors
California
$4.59M
BWM
2018
BNC Wealth Management
Oregon
$4.57M
BCM
2019
Brasada Capital Management
Texas
$4.56M
CG
2020
CFO4Life Group
Texas
$4.56M
JWM
2021
Jeppson Wealth Management
California
$4.56M
TVAMP
2022
Tennessee Valley Asset Management Partners
Tennessee
$4.55M
KA
2023
Klingman & Associates
New York
$4.55M
PWMG
2024
Prestige Wealth Management Group
New Jersey
$4.55M
ACM
2025
Accent Capital Management
Ohio
$4.53M