Gotham Asset Management Boosts Stake in Broadcom

Institutional investor increases position in semiconductor giant

Mar. 17, 2026 at 11:18am

Gotham Asset Management LLC, a hedge fund, grew its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 17.7% during the 3rd quarter of 2025, according to a recent SEC filing. The firm now owns 321,298 shares of the semiconductor manufacturer's stock, valued at around $106 million.

Why it matters

Broadcom is a major player in the semiconductor industry, providing components and systems for a wide range of markets including communications, networking, and storage. Institutional investors like Gotham closely monitor and adjust their positions in companies like Broadcom, which can signal broader market trends and investor sentiment.

The details

Gotham Asset Management increased its stake in Broadcom by adding 48,282 shares during the third quarter. The firm now holds approximately 0.5% of Broadcom's total shares outstanding. Other hedge funds and institutional investors have also been active in trading Broadcom stock, with many modifying their positions in the company.

  • Gotham Asset Management increased its Broadcom stake during the 3rd quarter of 2025.

The players

Gotham Asset Management LLC

A hedge fund that has increased its position in semiconductor company Broadcom Inc.

Broadcom Inc.

A global technology company that designs, develops and supplies semiconductor and infrastructure software solutions.

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The takeaway

Broadcom's position as a major semiconductor player continues to attract interest from institutional investors like Gotham Asset Management, signaling the company's ongoing importance in the tech sector.