AVGO icon

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 %
WSWA
2151
Warren Street Wealth Advisors
California
$2.26M +$50.2K +182 +2%
CCA
2152
Cravens & Co Advisors
Tennessee
$2.25M -$24.5K -89 -1%
SMC
2153
Smith, Moore & Co
Missouri
$2.25M -$17.6K -64 -0.8%
KF
2154
KKM Financial
Illinois
$2.24M -$70.3K -255 -3%
PCH
2155
PGIM Custom Harvest
New Jersey
$2.24M +$34.7K +126 +2%
NRC
2156
New Republic Capital
North Carolina
$2.24M -$32.5K -118 -1%
CPM
2157
Connective Portfolio Management
New York
$2.24M +$1.08M +4,000 +93%
GA
2158
GoalVest Advisory
New York
$2.24M -$1.21M -4,387 -35%
CFS
2159
Commonwealth Financial Services
West Virginia
$2.24M +$20.7K +75 +0.9%
WAM
2160
Wakefield Asset Management
Colorado
$2.23M +$468K +1,699 +27%
AAMC
2161
Asset Allocation & Management Company
Illinois
$2.23M +$250K +908 +13%
EWM
2162
Evermay Wealth Management
Virginia
$2.23M -$32.8K -119 -1%
FA
2163
Fedenia Advisers
Wisconsin
$2.22M +$1.59M +5,753 +249%
GWS
2164
Greykasell Wealth Strategies
California
$2.22M +$18.7K +68 +0.9%
WLG
2165
Williamson Legacy Group
Indiana
$2.22M +$61.7K +224 +3%
BWM
2166
BigSur Wealth Management
Florida
$2.21M +$252K +914 +13%
SCM
2167
Sunbeam Capital Management
Georgia
$2.21M +$4.41K +16 +0.2%
VW
2168
Vantage Wealth
California
$2.21M
TCBWMS
2169
Texas Capital Bank Wealth Management Services
Texas
$2.2M +$319K +1,156 +17%
WDG
2170
Wealth Dimensions Group
Ohio
$2.2M -$42.4K -154 -2%
WPW
2171
Waldron Private Wealth
Pennsylvania
$2.2M -$6.62K -24 -0.3%
VC
2172
Veracity Capital
Georgia
$2.2M +$15.7K +57 +0.7%
WCM
2173
Windsor Capital Management
Arizona
$2.19M -$137K -497 -6%
GF
2174
Gries Financial
Ohio
$2.19M +$469K +1,703 +27%
OWA
2175
Outlook Wealth Advisors
Texas
$2.19M +$16.5K +60 +0.8%