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Broadcom

4,264 hedge funds and large institutions have $1.17T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 374 funds opening new positions, 1,743 increasing their positions, 1,798 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: 1,743 | Existing positions reduced: 1,798

1.89% less ownership

Funds ownership: 76.76%74.87% (-1.9%)

14% less call options, than puts

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

Holders
4,264
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,011
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
NWMG
2251
National Wealth Management Group
Ohio
$2.69M
BFWM
2252
Bright Futures Wealth Management
New York
$2.69M
CCG
2253
Ceeto Capital Group
Florida
$2.69M
SWA
2254
Stratos Wealth Advisors
Ohio
$2.69M
HA
2255
Herold Advisors
New York
$2.68M
CRM
2256
Cramer Rosenthal McGlynn
Connecticut
$2.68M
FSA
2257
Fort Sheridan Advisors
Illinois
$2.68M
CCA
2258
Cravens & Co Advisors
Tennessee
$2.68M
AAMC
2259
Asset Allocation & Management Company
Illinois
$2.67M
HT
2260
Heritage Trust
Oklahoma
$2.65M
OWA
2261
Outlook Wealth Advisors
Texas
$2.64M
BONH
2262
Bank of New Hampshire
New Hampshire
$2.64M
WWMSC
2263
Wagner Wealth Management (South Carolina)
South Carolina
$2.64M
WDG
2264
Wealth Dimensions Group
Ohio
$2.63M
SP
2265
SIH Partners
Delaware
$2.63M
LWMM
2266
Legacy Wealth Management (Mississippi)
Mississippi
$2.63M
UOC
2267
UBS O'Connor
Illinois
$2.62M
WFA
2268
WMG Financial Advisors
Tennessee
$2.62M
MFP
2269
Meridian Financial Partners
Virginia
$2.61M
EFA
2270
Evernest Financial Advisors
Indiana
$2.61M
WP
2271
WealthPLAN Partners
Nebraska
$2.6M
TBT
2272
Texas Bank & Trust
Texas
$2.6M
BCP
2273
Blackhawk Capital Partners
Wisconsin
$2.6M
VW
2274
Vantage Wealth
California
$2.6M
RCM
2275
Raleigh Capital Management
North Carolina
$2.59M