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Broadcom

4,047 hedge funds and large institutions have $994B invested in Broadcom in 2025 Q2 according to their latest regulatory filings, with 485 funds opening new positions, 1,805 increasing their positions, 1,490 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 3,7834,047 (+264)

2.13% more ownership

Funds ownership: 74.62%76.75% (+2.1%)

8% less call options, than puts

Call options by funds: $22.6B | Put options by funds: $24.6B

Holders
4,047
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
923
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.6B
Puts
$24.6B
Net Calls
Net Calls Change

Top Sellers

1 -$3.44B
2 -$1.99B
3 -$1.87B
4
SG Americas Securities
SG Americas Securities
New York
-$1.7B
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$975M
Name Holding Trade Value Shares
Change
Change in
Stake
EHWM
2001
Eads & Heald Wealth Management
Georgia
$2.92M
WG
2002
Winton Group
United Kingdom
$2.92M
PIA
2003
Pinion Investment Advisors
Kansas
$2.91M
IWM
2004
Iams Wealth Management
Nebraska
$2.91M
MCM
2005
Monument Capital Management
Virginia
$2.91M
RMCM
2006
Reynders McVeigh Capital Management
Massachusetts
$2.91M
CG
2007
CFO4Life Group
Texas
$2.9M
ORG
2008
Optimist Retirement Group
Washington
$2.9M
CWP
2009
Core Wealth Partners
California
$2.9M
FAIM
2010
Financial Advocates Investment Management
Washington
$2.89M
AWA
2011
Amplius Wealth Advisors
Pennsylvania
$2.89M
XF
2012
XML Financial
Maryland
$2.89M
ICM
2013
IMS Capital Management
Oregon
$2.89M
4WM
2014
44 Wealth Management
Oregon
$2.89M
MWM
2015
MFG Wealth Management
Indiana
$2.89M
FNA
2016
First National Advisers
Nebraska
$2.88M
WMA
2017
Wealth Management Associates
New Jersey
$2.86M
GA
2018
Guerra Advisors
Florida
$2.85M
FIB
2019
First Interstate Bank
Montana
$2.85M
OFG
2020
Oxford Financial Group
Indiana
$2.85M
FFC
2021
First Financial Corp
Indiana
$2.84M
BFG
2022
Berger Financial Group
Minnesota
$2.83M
AFG
2023
Allegheny Financial Group
Pennsylvania
$2.83M
SFI
2024
SPC Financial Inc
Maryland
$2.83M
WB
2025
Webster Bank
Connecticut
$2.83M