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Broadcom

4,572 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 551 funds opening new positions, 1,900 increasing their positions, 1,824 reducing their positions, and 117 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.86% more ownership

Funds ownership: 74.87%76.74% (+1.9%)

4% more repeat investments, than reductions

Existing positions increased: 1,900 | Existing positions reduced: 1,824

29% less call options, than puts

Call options by funds: $24.2B | Put options by funds: $34.2B

Holders
4,572
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,083
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.2B
Puts
$34.2B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2001
Studio Investment Management
Illinois
$4.62M
EGM
2002
Engineers Gate Manager
New York
$4.62M
NFA
2003
Northern Financial Advisors
Michigan
$4.59M
Financial Engines Advisors
2004
Financial Engines Advisors
California
$4.59M
BWM
2005
BNC Wealth Management
Oregon
$4.57M
BCM
2006
Brasada Capital Management
Texas
$4.56M
CG
2007
CFO4Life Group
Texas
$4.56M
JWM
2008
Jeppson Wealth Management
California
$4.56M
TVAMP
2009
Tennessee Valley Asset Management Partners
Tennessee
$4.55M
KA
2010
Klingman & Associates
New York
$4.55M
PWMG
2011
Prestige Wealth Management Group
New Jersey
$4.55M
ACM
2012
Accent Capital Management
Ohio
$4.53M
FWA
2013
FSM Wealth Advisors
Ohio
$4.51M
SR
2014
Syntax Research
Florida
$4.5M
AWMT
2015
AAFMAA Wealth Management & Trust
North Carolina
$4.5M
PA
2016
Probity Advisors
Texas
$4.5M
AHL
2017
Abel Hall LLC
Louisiana
$4.49M
MCM
2018
McDonough Capital Management
Florida
$4.49M
MCA
2019
Magnolia Capital Advisors
Mississippi
$4.48M
FFO
2020
Fiduciary Family Office
Florida
$4.48M
CAWM
2021
Capital Advisors Wealth Management
Washington
$4.48M
CWS
2022
Cypress Wealth Services
California
$4.47M
HP
2023
Hilltop Partners
Indiana
$4.46M
SPWG
2024
Syntegra Private Wealth Group
Missouri
$4.46M
CM
2025
Cercano Management
Washington
$4.46M