AVGO icon

Broadcom

4,631 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 586 funds opening new positions, 1,913 increasing their positions, 1,833 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2.17% more ownership

Funds ownership: 74.9%77.07% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 1,913 | Existing positions reduced: 1,833

29% less call options, than puts

Call options by funds: $24.3B | Put options by funds: $34.3B

Holders
4,631
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,091
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.3B
Puts
$34.3B
Net Calls
Net Calls Change

Top Buyers

1 +$4.08B
2 +$2.53B
3 +$2.31B
4
State Street
State Street
Massachusetts
+$1.8B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
2001
Millennium Capital Advisors
Arkansas
$4.68M
CCP
2002
Cane Capital Partners
Louisiana
$4.67M
HR
2003
Hardy Reed
Mississippi
$4.67M
AMG
2004
Advisors Management Group
Wisconsin
$4.67M
BWM
2005
Bosman Wealth Management
California
$4.65M
FWI
2006
Facet Wealth Inc
Maryland
$4.65M
OL
2007
OneFund LLC
Florida
$4.65M
HNB
2008
Hilltop National Bank
Wyoming
$4.64M
FCFC
2009
First Commonwealth Financial Corp
Pennsylvania
$4.63M
DCM
2010
Davidson Capital Management
Texas
$4.63M
AWG
2011
Altus Wealth Group
Colorado
$4.62M
SIM
2012
Studio Investment Management
Illinois
$4.62M
EGM
2013
Engineers Gate Manager
New York
$4.62M
NFA
2014
Northern Financial Advisors
Michigan
$4.59M
Financial Engines Advisors
2015
Financial Engines Advisors
California
$4.59M
BWM
2016
BNC Wealth Management
Oregon
$4.57M
BCM
2017
Brasada Capital Management
Texas
$4.56M
CG
2018
CFO4Life Group
Texas
$4.56M
JWM
2019
Jeppson Wealth Management
California
$4.56M
TVAMP
2020
Tennessee Valley Asset Management Partners
Tennessee
$4.55M
KA
2021
Klingman & Associates
New York
$4.55M
PWMG
2022
Prestige Wealth Management Group
New Jersey
$4.55M
ACM
2023
Accent Capital Management
Ohio
$4.53M
FWA
2024
FSM Wealth Advisors
Ohio
$4.51M
BONH
2025
Bank of New Hampshire
New Hampshire
$4.51M