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Broadcom

4,236 hedge funds and large institutions have $1.16T invested in Broadcom in 2025 Q3 according to their latest regulatory filings, with 370 funds opening new positions, 1,729 increasing their positions, 1,793 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:

4% less repeat investments, than reductions

Existing positions increased: 1,729 | Existing positions reduced: 1,793

1.99% less ownership

Funds ownership: 76.77%74.78% (-2%)

14% less call options, than puts

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

Holders
4,236
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,006
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
HT
2251
Heritage Trust
Oklahoma
$2.65M
OWA
2252
Outlook Wealth Advisors
Texas
$2.64M
BONH
2253
Bank of New Hampshire
New Hampshire
$2.64M
WWM
2254
Wagner Wealth Management
South Carolina
$2.64M
WDG
2255
Wealth Dimensions Group
Ohio
$2.63M
SP
2256
SIH Partners
Delaware
$2.63M
LWMM
2257
Legacy Wealth Management (Mississippi)
Mississippi
$2.63M
WFA
2258
WMG Financial Advisors
Tennessee
$2.62M
MFP
2259
Meridian Financial Partners
Virginia
$2.61M
EFA
2260
Evernest Financial Advisors
Indiana
$2.61M
WP
2261
WealthPLAN Partners
Nebraska
$2.6M
TBT
2262
Texas Bank & Trust
Texas
$2.6M
BCP
2263
Blackhawk Capital Partners
Wisconsin
$2.6M
VW
2264
Vantage Wealth
California
$2.6M
RCM
2265
Raleigh Capital Management
North Carolina
$2.59M
DE
2266
Diversified Enterprises
Delaware
$2.59M
DTC
2267
Davidson Trust Company
Washington
$2.59M
HCM
2268
Howland Capital Management
Massachusetts
$2.58M
PRP
2269
Peak Retirement Planning
Ohio
$2.58M
OFS
2270
Orrstown Financial Services
Pennsylvania
$2.57M
PWM
2271
Peterson Wealth Management
Nevada
$2.56M
CCA
2272
Cadent Capital Advisors
Oklahoma
$2.56M
EWM
2273
Evermay Wealth Management
Virginia
$2.55M
TL
2274
Tradewinds LLC
North Carolina
$2.54M
KFGK
2275
Keystone Financial Group (Kentucky)
Kentucky
$2.54M