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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
SMG
2651
Smart Money Group
Texas
$729K +$5.5K +26 +0.6%
LOIP
2652
Live Oak Investment Partners
Texas
$727K +$919K +4,343 New
QAM
2653
Q3 Asset Management
Michigan
$726K +$919K +4,341 New
AIM
2654
Aigen Investment Management
New York
$726K +$917K +4,334 New
GSWA
2655
Good Steward Wealth Advisors
Tennessee
$725K +$916K +4,328 New
BC
2656
Bridgefront Capital
Texas
$724K +$916K +4,327 New
SPF
2657
South Plains Financial
Texas
$724K +$149K +705 +19%
AP
2658
Adero Partners
California
$723K +$265K +1,253 +41%
CPC
2659
Congress Park Capital
New York
$721K -$3.17K -15 -0.3%
SGCA
2660
Steel Grove Capital Advisors
Tennessee
$720K -$87.6K -414 -9%
RWM
2661
RKL Wealth Management
Pennsylvania
$720K +$49.5K +234 +6%
CPM
2662
Connective Portfolio Management
New York
$719K -$1.4M -6,625 -61%
JTWM
2663
Jackson Thornton Wealth Management
Alabama
$719K +$13.3K +63 +2%
NC
2664
Napatree Capital
Rhode Island
$718K +$144K +681 +19%
OIM
2665
Oder Investment Management
California
$718K -$45.9K -217 -5%
VC
2666
Vicus Capital
Pennsylvania
$717K +$124K +586 +16%
HA
2667
Hofer & Associates
California
$714K +$423 +2 +0%
CJ
2668
Caitlin John
Michigan
$711K -$1.64M -7,739 -65%
FSA
2669
Financial Sense Advisors
California
$710K +$263K +1,242 +41%
LWM
2670
Laidlaw Wealth Management
New York
$708K -$294K -1,388 -25%
MTC
2671
McDaniel Terry & Co
Texas
$707K +$559K +2,642 +167%
PWP
2672
Private Wealth Partners
California
$706K -$1.43M -6,751 -62%
SC
2673
Scholtz & Company
Connecticut
$706K +$892K +4,216 New
CSA
2674
Cottage Street Advisors
Massachusetts
$705K +$1.27K +6 +0.1%
PCS
2675
Private Client Services
Kentucky
$705K +$199K +940 +29%

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.