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Broadcom

4,264 hedge funds and large institutions have $1.17T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 374 funds opening new positions, 1,743 increasing their positions, 1,798 reducing their positions, and 100 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 1,743 | Existing positions reduced: 1,798

1.89% less ownership

Funds ownership: 76.76%74.87% (-1.9%)

14% less call options, than puts

Call options by funds: $26.9B | Put options by funds: $31.2B

Holders
4,264
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,011
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.9B
Puts
$31.2B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SH
2001
SLT Holdings
Arizona
$3.84M
USWG
2002
U.S. Wealth Group
New York
$3.83M
DRP
2003
Decker Retirement Planning
Utah
$3.83M
WPA
2004
West Paces Advisors
Georgia
$3.81M
BWG
2005
Berry Wealth Group
Texas
$3.8M
SIAG
2006
Safeguard Investment Advisory Group
California
$3.8M
HP
2007
Hilltop Partners
Indiana
$3.8M
ACM
2008
Atika Capital Management
New York
$3.79M
AWAU
2009
Alliance Wealth Advisors (Utah)
Utah
$3.79M
BI
2010
Bolthouse Investments
California
$3.79M
NWM
2011
Northcape Wealth Management
New York
$3.79M
HNW
2012
High Note Wealth
Minnesota
$3.78M
TFA
2013
Trinity Financial Advisors
Ohio
$3.77M
MWPCG
2014
Measured Wealth Private Client Group
New Hampshire
$3.77M
SFG
2015
Snider Financial Group
Washington
$3.76M
UHC
2016
Union Heritage Capital
Michigan
$3.76M
PAM
2017
Paradigm Asset Management
New York
$3.76M
OHWP
2018
Oak Harbor Wealth Partners
North Carolina
$3.76M
OW
2019
Olistico Wealth
Oklahoma
$3.76M
VBFG
2020
Vishria Bird Financial Group
Tennessee
$3.76M
TT
2021
TI-Trust
Illinois
$3.75M
TPW
2022
Transatlantique Private Wealth
New York
$3.75M
GWM
2023
GDS Wealth Management
Texas
$3.75M
PMA
2024
Prudent Man Advisors
Illinois
$3.74M
GA
2025
Guerra Advisors
Florida
$3.74M