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Broadcom

4,701 hedge funds and large institutions have $1.28T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 631 funds opening new positions, 1,924 increasing their positions, 1,844 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 631 | Existing positions closed: 119

10% more funds holding

Funds holding: 4,2884,701 (+413)

9% more capital invested

Capital invested by funds: $1.17T → $1.28T (+$108B)

8% more funds holding in top 10

Funds holding in top 10: 1,0201,106 (+86)

2.77% more ownership

Funds ownership: 75.01%77.79% (+2.8%)

4% more repeat investments, than reductions

Existing positions increased: 1,924 | Existing positions reduced: 1,844

29% less call options, than puts

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

Holders
4,701
Holders Change
+413
Holders Change %
+9.63%
% of All Funds
57.17%
Holding in Top 10
1,106
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+8.43%
% of All Funds
13.45%
New
631
Increased
1,924
Reduced
1,844
Closed
119
Calls
$24.3B
Puts
$34.3B
Net Calls
-$10B
Net Calls Change
-$5.77B
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
2026
Northern Financial Advisors
Michigan
$4.59M -$1.04M -2,921 -18%
Financial Engines Advisors
2027
Financial Engines Advisors
California
$4.59M -$93K -260 -2%
BWM
2028
BNC Wealth Management
Oregon
$4.57M +$412K +1,153 +10%
BCM
2029
Brasada Capital Management
Texas
$4.56M +$3.42M +9,560 +268%
CG
2030
CFO4Life Group
Texas
$4.56M +$818K +2,288 +21%
JWM
2031
Jeppson Wealth Management
California
$4.56M +$2.5K +7 +0.1%
TVAMP
2032
Tennessee Valley Asset Management Partners
Tennessee
$4.55M -$73.7K -206 -2%
KA
2033
Klingman & Associates
New York
$4.55M +$186K +519 +4%
PWMG
2034
Prestige Wealth Management Group
New Jersey
$4.55M +$147K +412 +3%
ACM
2035
Accent Capital Management
Ohio
$4.53M
FWA
2036
FSM Wealth Advisors
Ohio
$4.51M +$373K +1,042 +9%
BONH
2037
Bank of New Hampshire
New Hampshire
$4.51M +$1.79M +5,016 +63%
SR
2038
Syntax Research
Florida
$4.5M -$223K -623 -5%
AWMT
2039
AAFMAA Wealth Management & Trust
North Carolina
$4.5M -$530K -1,482 -10%
PA
2040
Probity Advisors
Texas
$4.5M -$646K -1,806 -12%
AHL
2041
Abel Hall LLC
Louisiana
$4.49M +$2.31M +6,453 +99%
MCM
2042
McDonough Capital Management
Florida
$4.49M +$127K +355 +3%
MCA
2043
Magnolia Capital Advisors
Mississippi
$4.48M +$1.25M +3,505 +37%
FFO
2044
Fiduciary Family Office
Florida
$4.48M -$10.7K -30 -0.2%
CAWM
2045
Capital Advisors Wealth Management
Washington
$4.48M -$192K -536 -4%
CWS
2046
Cypress Wealth Services
California
$4.47M +$1.7M +4,747 +58%
HP
2047
Hilltop Partners
Indiana
$4.46M +$494K +1,380 +12%
SPWG
2048
Syntegra Private Wealth Group
Missouri
$4.46M +$72.6K +203 +2%
CM
2049
Cercano Management
Washington
$4.46M
BV
2050
Boxwood Ventures
Illinois
$4.46M