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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
DP
2076
Dearborn Partners
Illinois
$4.31M +$884K +2,473 +25%
CTC
2077
Cetera Trust Company
Minnesota
$4.31M -$35.8K -100 -0.8%
1NWS
2078
1 North Wealth Services
Maryland
$4.29M -$360K -1,008 -8%
SIM
2079
Sentry Investment Management
Wisconsin
$4.29M
TMWM
2080
Taylor & Morgan Wealth Management
Michigan
$4.29M +$109K +304 +3%
SIS
2081
Sound Income Strategies
Florida
$4.29M +$2.37M +6,623 +119%
MC
2082
Mirabaud & Cie
Switzerland
$4.28M -$662K -1,850 -13%
CWA
2083
Consilium Wealth Advisory
Texas
$4.27M -$14.3K -40 -0.3%
TAFW
2084
Tred Avon Family Wealth
Maryland
$4.27M +$7.87K +22 +0.2%
AP
2085
Advisors Preferred
Maryland
$4.27M +$4.39M +12,285 New
WWG
2086
West Wealth Group
California
$4.26M +$136K +381 +3%
KCM
2087
Kathmere Capital Management
Pennsylvania
$4.25M +$1.07M +3,003 +32%
JDLA
2088
J. Derek Lewis & Associates
California
$4.25M +$4.39M +12,283 New
LCM
2089
LCM Capital Management
Illinois
$4.25M -$54.4K -152 -1%
MMM
2090
Mendel Money Management
Illinois
$4.24M -$182K -510 -4%
LWP
2091
LFG Wealth Partners
Kentucky
$4.22M +$4.37M +12,207 New
PP
2092
Patron Partners
Texas
$4.22M -$260K -726 -6%
MCC
2093
Money Concepts Capital
Florida
$4.21M +$444K +1,242 +11%
RMAM
2094
Raab & Moskowitz Asset Management
New Jersey
$4.21M -$329K -919 -7%
WSC
2095
Wellington Shields & Co
New York
$4.21M -$179K -500 -4%
TCMP
2096
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.21M +$893K +2,497 +26%
KF
2097
KKM Financial
Illinois
$4.21M +$4.35M +12,159 New
KIM
2098
Kane Investment Management
California
$4.2M +$134K +375 +3%
ML
2099
McAdam LLC
Pennsylvania
$4.18M +$971K +2,716 +29%
QWM
2100
Quadcap Wealth Management
Texas
$4.18M -$148K -414 -3%