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Broadcom

4,222 hedge funds and large institutions have $1.16T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 368 funds opening new positions, 1,728 increasing their positions, 1,784 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: 1,728 | Existing positions reduced: 1,784

1.99% less ownership

Funds ownership: 76.75%74.76% (-2%)

14% less call options, than puts

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

Holders
4,222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,002
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
BI
2001
Bolthouse Investments
California
$3.79M
NWM
2002
Northcape Wealth Management
New York
$3.79M
HNW
2003
High Note Wealth
Minnesota
$3.78M
TFA
2004
Trinity Financial Advisors
Ohio
$3.77M
MWPCG
2005
Measured Wealth Private Client Group
New Hampshire
$3.77M
SFG
2006
Snider Financial Group
Washington
$3.76M
PAM
2007
Paradigm Asset Management
New York
$3.76M
UHC
2008
Union Heritage Capital
Michigan
$3.76M
OHWP
2009
Oak Harbor Wealth Partners
North Carolina
$3.76M
OW
2010
Olistico Wealth
Oklahoma
$3.76M
VBFG
2011
Vishria Bird Financial Group
Tennessee
$3.76M
TT
2012
TI-Trust
Illinois
$3.75M
TPW
2013
Transatlantique Private Wealth
New York
$3.75M
GWM
2014
GDS Wealth Management
Texas
$3.75M
PMA
2015
Prudent Man Advisors
Illinois
$3.74M
GA
2016
Guerra Advisors
Florida
$3.74M
GCA
2017
Genesee Capital Advisors
New York
$3.73M
MWM
2018
Mindset Wealth Management
Indiana
$3.73M
SAM
2019
Silphium Asset Management
United Kingdom
$3.72M
ILI
2020
Invesco LLC (Illinois)
Illinois
$3.72M
PNC
2021
Park National Corp
Ohio
$3.72M
RWM
2022
Riverbend Wealth Management
South Carolina
$3.72M
BFG
2023
Beacon Financial Group
Texas
$3.71M
ISFAN
2024
Investor's Fiduciary Advisor Network
Washington
$3.69M
AFG
2025
ABLE Financial Group
Arizona
$3.69M