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Broadcom

3,816 hedge funds and large institutions have $604B invested in Broadcom in 2025 Q1 according to their latest regulatory filings, with 247 funds opening new positions, 1,771 increasing their positions, 1,542 reducing their positions, and 276 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 1,771 | Existing positions reduced: 1,542

0.02% more ownership

Funds ownership: 76.23%76.25% (+0.02%)

3% less funds holding

Funds holding: 3,9143,816 (-98)

11% less first-time investments, than exits

New positions opened: 247 | Existing positions closed: 276

15% less call options, than puts

Call options by funds: $14.1B | Put options by funds: $16.6B

28% less capital invested

Capital invested by funds: $842B → $604B (-$238B)

35% less funds holding in top 10

Funds holding in top 10: 839549 (-290)

Holders
3,816
Holders Change
-98
Holders Change %
-2.5%
% of All Funds
51.16%
Holding in Top 10
549
Holding in Top 10 Change
-290
Holding in Top 10 Change %
-34.56%
% of All Funds
7.36%
New
247
Increased
1,771
Reduced
1,542
Closed
276
Calls
$14.1B
Puts
$16.6B
Net Calls
-$2.48B
Net Calls Change
+$819M
Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
2601
Patrick M. Sweeney & Associates
Illinois
$782K +$16.1K +76 +2%
BSB
2602
Bangor Savings Bank
Maine
$781K +$16.3K +77 +2%
TRIA
2603
Trail Ridge Investment Advisors
Colorado
$780K -$320K -1,511 -24%
GHA
2604
Granite Harbor Advisors
Texas
$780K +$345K +1,628 +54%
BCP
2605
Berkeley Capital Partners
Georgia
$780K -$19.7K -93 -2%
WW
2606
Winnow Wealth
Texas
$779K +$74.9K +354 +8%
BBWP
2607
Beacon Bridge Wealth Partners
Pennsylvania
$779K +$13.1K +62 +1%
SAF
2608
Smith Anglin Financial
Texas
$779K +$88K +416 +10%
PPA
2609
Pacific Point Advisors
California
$778K
Wolverine Trading
2610
Wolverine Trading
Illinois
$775K -$5.44M -25,710 -85%
WCM
2611
WealthBridge Capital Management
Ohio
$774K +$63.9K +302 +7%
MAM
2612
Milestone Asset Management
Pennsylvania
$774K -$4.45K -21 -0.5%
CJL
2613
Cyrus J. Lawrence
New York
$774K -$19.1M -90,122 -95%
APW
2614
Aventura Private Wealth
Florida
$773K +$34.1K +161 +4%
OL
2615
one8zero8 LLC
North Carolina
$773K -$2.96K -14 -0.3%
CFP
2616
Cascade Financial Partners
California
$773K +$367K +1,733 +60%
COCM
2617
Charter Oak Capital Management
New Hampshire
$771K +$49.5K +234 +5%
WWC
2618
Waypoint Wealth Counsel
Georgia
$769K +$144K +680 +17%
SIC
2619
Samalin Investment Counsel
New York
$769K -$82.5K -390 -8%
VFA
2620
Voya Financial Advisors
Connecticut
$766K -$29.2K -138 -3%
SFS
2621
Security Financial Services
Indiana
$764K -$2.12K -10 -0.2%
BWA
2622
Bordeaux Wealth Advisors
California
$763K -$77.3K -365 -7%
FWI
2623
Facet Wealth Inc
Maryland
$763K +$47.4K +224 +6%
FSC
2624
Full Sail Capital
Oklahoma
$763K +$292K +1,378 +43%
GCS
2625
Gordian Capital (Singapore)
Singapore
$761K +$922K +4,354 +2,809%

AVGO Hedge Fund Activity: Q1 2025 in Review

3,816 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2025, worth a combined $604B — down 28% from $842B a quarter earlier.

Sellers outnumbered buyers: 276 funds closed out of AVGO and 247 opened new positions — a net loss of 29 holders — while 1,542 trimmed existing stakes and 1,771 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $3.81B. The largest seller was Capital World Investors, cutting an estimated $8.86B.

  • 3,816 institutional investors held Broadcom (AVGO) as of Q1 2025, down from 3,914 in Q4 2024.
  • Funds reported $604B of Broadcom stock for Q1 2025, down 28% quarter-over-quarter.
  • 247 funds opened new Broadcom positions in Q1 2025 and 276 closed out, a net change of -29 holders.
  • The largest Broadcom buyer in Q1 2025 was T. Rowe Price Associates, an estimated $3.81B added.
  • The largest Broadcom seller in Q1 2025 was Capital World Investors, an estimated $8.86B sold.

Based on aggregated 13F filings for Q1 2025.