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Broadcom

4,633 hedge funds and large institutions have $1.26T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 588 funds opening new positions, 1,913 increasing their positions, 1,833 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2.17% more ownership

Funds ownership: 74.9%77.07% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 1,913 | Existing positions reduced: 1,833

29% less call options, than puts

Call options by funds: $24.3B | Put options by funds: $34.3B

Holders
4,633
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,092
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.3B
Puts
$34.3B
Net Calls
Net Calls Change

Top Buyers

1 +$4.08B
2 +$2.53B
3 +$2.31B
4
State Street
State Street
Massachusetts
+$1.8B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
2376
Heritage Wealth Management (Ohio)
Ohio
$2.79M
HTHT
2377
Hemenway Trust Hemenway Trust
New Hampshire
$2.79M
FBB
2378
Fulton Breakefield Broenniman
Maryland
$2.79M
HA
2379
Herold Advisors
New York
$2.78M
AWAU
2380
Alliance Wealth Advisors (Utah)
Utah
$2.78M
ACM
2381
Advent Capital Management
New York
$2.77M
CT
2382
Colonial Trust
South Carolina
$2.76M
FG
2383
Foster Group
Iowa
$2.76M
RMF
2384
Red Mountain Financial
Colorado
$2.76M
KFGK
2385
Keystone Financial Group (Kentucky)
Kentucky
$2.76M
CCA
2386
Cadent Capital Advisors
Oklahoma
$2.76M
IWM
2387
Iams Wealth Management
Nebraska
$2.75M
BCM
2388
Bancreek Capital Management
California
$2.74M
PEA
2389
Park Edge Advisors
Ohio
$2.74M
APC
2390
Aspire Private Capital
North Carolina
$2.74M
WLG
2391
Williamson Legacy Group
Indiana
$2.73M
BO
2392
Bank OZK
Arkansas
$2.73M
LWM
2393
LeConte Wealth Management
Tennessee
$2.72M
SWM
2394
SHP Wealth Management
Massachusetts
$2.71M
MBWA
2395
Marin Bay Wealth Advisors
California
$2.71M
BAM
2396
BOCHK Asset Management
Hong Kong
$2.7M
PWAM
2397
Private Wealth Asset Management
Iowa
$2.69M
RL
2398
Rogco LP
Oklahoma
$2.69M
VW
2399
Vantage Wealth
California
$2.69M
HP
2400
Holistic Planning
Texas
$2.69M