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Broadcom

3,762 hedge funds and large institutions have $591B invested in Broadcom in 2025 Q1 according to their latest regulatory filings, with 246 funds opening new positions, 1,745 increasing their positions, 1,525 reducing their positions, and 271 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,762
Holders Change
-104
Holders Change %
-2.69%
% of All Funds
51.1%
Holding in Top 10
540
Holding in Top 10 Change
-282
Holding in Top 10 Change %
-34.31%
% of All Funds
7.33%
New
246
Increased
1,745
Reduced
1,525
Closed
271
Calls
$14.1B
Puts
$16.6B
Net Calls
-$2.48B
Net Calls Change
+$819M
Name Holding Trade Value Shares
Change
Shares
Change %
HWMO
2151
Heritage Wealth Management (Ohio)
Ohio
$1.44M +$95.4K +570 +7%
NIWA
2152
New Insight Wealth Advisors
California
$1.43M +$6.2K +37 +0.4%
CCFM
2153
Clear Creek Financial Management
Washington
$1.43M +$144K +860 +11%
SPFA
2154
Summit Place Financial Advisors
New Jersey
$1.43M -$97.9K -585 -6%
CCWM
2155
Correct Capital Wealth Management
Missouri
$1.42M -$53.9K -322 -4%
DE
2156
Diversified Enterprises
Delaware
$1.42M +$561K +3,353 +65%
GPWM
2157
Grant Private Wealth Management
California
$1.42M +$77.7K +467 +6%
WCM
2158
Windsor Capital Management
Arizona
$1.41M -$182K -1,087 -11%
Financial Engines Advisors
2159
Financial Engines Advisors
California
$1.41M +$37.3K +223 +3%
PWM
2160
Peterson Wealth Management
Nevada
$1.41M +$30K +179 +2%
BFWM
2161
Bright Futures Wealth Management
New York
$1.41M -$65.2K -392 -4%
MG
2162
McHugh Group
Ohio
$1.41M +$167 +1 +0%
RP
2163
Raelipskie Partnership
Ontario, Canada
$1.41M -$290K -1,735 -17%
KF
2164
KKM Financial
Illinois
$1.41M +$41.9K +250 +3%
SWM
2165
Seed Wealth Management
Illinois
$1.4M
CTA
2166
Colonial Trust Advisors
South Carolina
$1.4M +$866K +5,172 +161%
SCM
2167
Sandler Capital Management
New York
$1.4M +$699K +4,176 +100%
CA
2168
Cornerstone Advisory
Maryland
$1.4M +$351K +1,754 +33%
ICP
2169
Interchange Capital Partners
Pennsylvania
$1.4M +$142K +850 +11%
BFO
2170
Biltmore Family Office
North Carolina
$1.4M -$31.8K -190 -2%
ACGA
2171
Atlanta Consulting Group Advisors
Georgia
$1.39M -$105K -630 -7%
JCM
2172
Jacobsen Capital Management
Utah
$1.39M +$32.3K +193 +2%
BWM
2173
Bulltick Wealth Management
Florida
$1.39M -$159K -949 -10%
FOA
2174
Five Oceans Advisors
California
$1.39M -$2.34K -14 -0.2%
BTWM
2175
Baker Tilly Wealth Management
Wisconsin
$1.39M +$18.4K +110 +1%