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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 %
WMA
2001
Wealth Management Associates
New Jersey
$2.86M +$13.8K +50 +0.5%
GA
2002
Guerra Advisors
Florida
$2.85M +$363K +1,318 +15%
FIB
2003
First Interstate Bank
Montana
$2.85M -$16K -58 -0.6%
OFG
2004
Oxford Financial Group
Indiana
$2.85M +$852K +3,091 +43%
FFC
2005
First Financial Corp
Indiana
$2.84M
BFG
2006
Berger Financial Group
Minnesota
$2.83M -$24.8K -90 -0.9%
AFG
2007
Allegheny Financial Group
Pennsylvania
$2.83M +$57.3K +208 +2%
SFI
2008
SPC Financial Inc
Maryland
$2.83M -$120K -436 -4%
WB
2009
Webster Bank
Connecticut
$2.83M -$133K -484 -4%
CIS
2010
Custom Index Systems
New York
$2.83M +$642K +2,330 +29%
LIG
2011
Lokken Investment Group
Delaware
$2.83M +$66.7K +242 +2%
CRI
2012
Colonial River Investments
Virginia
$2.82M -$1.15M -4,170 -29%
BWG
2013
Boomfish Wealth Group
Georgia
$2.81M +$1.32M +4,800 +89%
CFAM
2014
Center For Asset Management
Florida
$2.81M -$52.1K -221 -2%
HR
2015
Hardy Reed
Mississippi
$2.81M +$35K +127 +1%
AIA
2016
Affinity Investment Advisors
California
$2.8M -$302K -1,095 -10%
KCM
2017
Kathmere Capital Management
Pennsylvania
$2.8M +$207K +750 +8%
SSA
2018
Sierra Summit Advisors
Nevada
$2.8M -$2.02M -7,331 -42%
FWA
2019
FSM Wealth Advisors
Ohio
$2.79M +$113K +412 +4%
BBP
2020
Banco BTG Pactual
Brazil
$2.79M -$3.66M -13,267 -57%
OA
2021
Oxbow Advisors
Texas
$2.79M -$164K -595 -6%
LC
2022
Lavaca Capital
Texas
$2.79M +$87.7K +318 +3%
SFP
2023
Sandbox Financial Partners
Maryland
$2.79M +$149K +541 +6%
CCM
2024
Crew Capital Management
Ohio
$2.78M +$535K +1,940 +24%
IAS
2025
IMA Advisory Services
Colorado
$2.77M +$203K +735 +8%