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Broadcom

4,222 hedge funds and large institutions have $1.16T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 368 funds opening new positions, 1,728 increasing their positions, 1,784 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 1,728 | Existing positions reduced: 1,784

1.99% less ownership

Funds ownership: 76.75%74.76% (-2%)

14% less call options, than puts

Call options by funds: $26.9B | Put options by funds: $31.2B

Holders
4,222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,002
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.9B
Puts
$31.2B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
2226
Annis Gardner Whiting Capital Advisors
Florida
$2.72M
JA
2227
JLB & Associates
Michigan
$2.72M
HFS
2228
Heritage Financial Services
Massachusetts
$2.71M
APC
2229
Aspire Private Capital
North Carolina
$2.71M
OL
2230
Owen LaRue
Kentucky
$2.71M
BFO
2231
Biltmore Family Office
North Carolina
$2.7M
WLG
2232
Williamson Legacy Group
Indiana
$2.7M
HWMO
2233
Heritage Wealth Management (Ohio)
Ohio
$2.7M
PCH
2234
PGIM Custom Harvest
New Jersey
$2.7M
CCWM
2235
Correct Capital Wealth Management
Missouri
$2.69M
CWS
2236
Cypress Wealth Services
California
$2.69M
FOA
2237
Five Oceans Advisors
California
$2.69M
MSAM
2238
Moloney Securities Asset Management
Missouri
$2.69M
NWMG
2239
National Wealth Management Group
Ohio
$2.69M
BFWM
2240
Bright Futures Wealth Management
New York
$2.69M
CCG
2241
Ceeto Capital Group
Florida
$2.69M
SWA
2242
Stratos Wealth Advisors
Ohio
$2.69M
HA
2243
Herold Advisors
New York
$2.68M
CRM
2244
Cramer Rosenthal McGlynn
Connecticut
$2.68M
FSA
2245
Fort Sheridan Advisors
Illinois
$2.68M
CCA
2246
Cravens & Co Advisors
Tennessee
$2.68M
AAMC
2247
Asset Allocation & Management Company
Illinois
$2.67M
HT
2248
Heritage Trust
Oklahoma
$2.65M
OWA
2249
Outlook Wealth Advisors
Texas
$2.64M
BONH
2250
Bank of New Hampshire
New Hampshire
$2.64M