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Broadcom

4,701 hedge funds and large institutions have $1.28T invested in Broadcom in 2025 Q4 according to their latest regulatory filings, with 631 funds opening new positions, 1,924 increasing their positions, 1,844 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 631 | Existing positions closed: 119

10% more funds holding

Funds holding: 4,2884,701 (+413)

9% more capital invested

Capital invested by funds: $1.17T → $1.28T (+$108B)

8% more funds holding in top 10

Funds holding in top 10: 1,0201,106 (+86)

2.77% more ownership

Funds ownership: 75.01%77.79% (+2.8%)

4% more repeat investments, than reductions

Existing positions increased: 1,924 | Existing positions reduced: 1,844

29% less call options, than puts

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

Holders
4,701
Holders Change
+413
Holders Change %
+9.63%
% of All Funds
57.17%
Holding in Top 10
1,106
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+8.43%
% of All Funds
13.45%
New
631
Increased
1,924
Reduced
1,844
Closed
119
Calls
$24.3B
Puts
$34.3B
Net Calls
-$10B
Net Calls Change
-$5.77B
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
2401
Keystone Financial Group (Kentucky)
Kentucky
$2.76M +$100K +281 +4%
CCA
2402
Cadent Capital Advisors
Oklahoma
$2.76M +$73.7K +206 +3%
IWM
2403
Iams Wealth Management
Nebraska
$2.75M -$390K -1,091 -12%
BCM
2404
Bancreek Capital Management
California
$2.74M -$1.95M -5,459 -41%
PEA
2405
Park Edge Advisors
Ohio
$2.74M +$135K +378 +5%
APC
2406
Aspire Private Capital
North Carolina
$2.74M -$113K -315 -4%
CFWMA
2407
Center for Wealth Management Advisory
Ohio
$2.73M +$2.83M +7,901 New
WLG
2408
Williamson Legacy Group
Indiana
$2.73M -$106K -297 -4%
BO
2409
Bank OZK
Arkansas
$2.73M +$94.8K +265 +3%
LWM
2410
LeConte Wealth Management
Tennessee
$2.72M +$386K +1,078 +16%
SWM
2411
SHP Wealth Management
Massachusetts
$2.71M +$2.8M +7,833 New
MBWA
2412
Marin Bay Wealth Advisors
California
$2.71M +$2.8M +7,821 New
BAM
2413
BOCHK Asset Management
Hong Kong
$2.7M -$854K -2,388 -23%
PWAM
2414
Private Wealth Asset Management
Iowa
$2.69M +$676K +1,891 +32%
RL
2415
Rogco LP
Oklahoma
$2.69M +$202K +566 +8%
VW
2416
Vantage Wealth
California
$2.69M -$34.7K -97 -1%
HP
2417
Holistic Planning
Texas
$2.69M +$168K +470 +6%
JA
2418
JLB & Associates
Michigan
$2.68M -$182K -508 -6%
MSA
2419
Marino Stram & Associates
Massachusetts
$2.67M -$1.48M -4,133 -35%
ES
2420
Element Squared
Minnesota
$2.67M +$21.1K +59 +0.8%
EIPL
2421
Essential Investment Partners LLC
Colorado
$2.67M +$2.76M +7,722 New
OTL
2422
Oak Thistle LLC
New York
$2.67M +$165K +462 +6%
TL
2423
Tradewinds LLC
North Carolina
$2.67M -$3.58K -10 -0.1%
VA
2424
Valmark Advisers
Ohio
$2.66M +$36.1K +101 +1%
LCM
2425
Landscape Capital Management
New Jersey
$2.66M +$1.86M +5,190 +208%