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Broadcom

3,997 hedge funds and large institutions have $992B invested in Broadcom in 2025 Q2 according to their latest regulatory filings, with 477 funds opening new positions, 1,782 increasing their positions, 1,476 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,997
Holders Change
+235
Holders Change %
+6.25%
% of All Funds
53.56%
Holding in Top 10
911
Holding in Top 10 Change
+371
Holding in Top 10 Change %
+68.7%
% of All Funds
12.21%
New
477
Increased
1,782
Reduced
1,476
Closed
161
Calls
$22.6B
Puts
$24.6B
Net Calls
-$1.98B
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Shares
Change %
OPWM
2051
Oxinas Partners Wealth Management
Indiana
$2.65M +$1.06M +3,837 +67%
ALAM
2052
Asahi Life Asset Management
Japan
$2.64M +$758K +2,750 +40%
CFFP
2053
Center for Financial Planning
Michigan
$2.64M +$131K +477 +5%
TCMP
2054
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.63M +$1.61M +5,849 +159%
MEAC
2055
M.E. Allison & Co
Texas
$2.62M +$195K +708 +8%
FWM
2056
Forza Wealth Management
Florida
$2.62M -$16.5K -60 -0.6%
SPL
2057
Smart Portfolios LLC
Washington
$2.62M -$15.2K -55 -0.6%
OCA
2058
Otter Creek Advisors
Florida
$2.62M -$4.02M -14,600 -61%
TFIPS
2059
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.61M +$36.1K +131 +1%
MCC
2060
Money Concepts Capital
Florida
$2.61M -$1.27M -4,620 -33%
RFA
2061
Register Financial Advisors
Georgia
$2.61M +$1.59M +5,770 +156%
IHL
2062
Investment House LLC
California
$2.6M -$9.1K -33 -0.3%
IIC
2063
Integrated Investment Consultants
Michigan
$2.59M -$2.07M -7,517 -44%
FW
2064
FullCircle Wealth
Texas
$2.59M -$426K -1,431 -14%
NSEDCP
2065
NJ State Employees Deferred Compensation Plan
New Jersey
$2.58M
AWA
2066
AGH Wealth Advisors
Kansas
$2.58M +$73.3K +266 +3%
YWM
2067
Yukon Wealth Management
Kansas
$2.57M +$835K +3,030 +48%
CAM
2068
Creekmur Asset Management
Illinois
$2.56M +$780K +2,829 +44%
CPC
2069
Cookson Peirce & Co
Pennsylvania
$2.55M -$1.24M -4,484 -33%
DMBA
2070
Deseret Mutual Benefit Administrators
Utah
$2.55M
JCM
2071
Jacobsen Capital Management
Utah
$2.55M +$255K +926 +11%
SPFA
2072
Summit Place Financial Advisors
New Jersey
$2.55M +$197K +716 +8%
QFW
2073
QTR Family Wealth
Florida
$2.54M +$156K +565 +7%
YP
2074
YANKCOM Partnership
South Dakota
$2.54M -$63.1K -229 -2%
CT
2075
Colonial Trust
South Carolina
$2.53M +$69.7K +253 +3%