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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
KWA
2701
Kellett Wealth Advisors
Ohio
$681K -$83.6K -395 -9%
NWM
2702
Northcape Wealth Management
New York
$680K -$40.2K -190 -4%
JWS
2703
Juncture Wealth Strategies
Arizona
$679K +$59.9K +283 +7%
SL
2704
Sentinus LLC
Illinois
$676K +$101K +479 +13%
CPSAC
2705
Chas P. Smith & Associates (CPS)
Florida
$675K -$6.56K -31 -0.8%
AWM
2706
Affinity Wealth Management
Delaware
$675K -$5.93K -28 -0.7%
CWA
2707
Clarity Wealth Advisors
California
$674K -$2.12K -10 -0.2%
CHC
2708
City Holding Co
West Virginia
$674K +$287K +1,355 +51%
CPW
2709
Catalyst Private Wealth
California
$673K +$1.06K +5 +0.1%
TCOTS
2710
Trust Company of the South
North Carolina
$672K +$28.8K +136 +4%
HCM
2711
Hall Capital Management
Rhode Island
$671K +$10.6K +50 +1%
IPW
2712
Intergy Private Wealth
Colorado
$670K +$15.4K +73 +2%
LCM
2713
Lattice Capital Management
Washington
$670K
CI
2714
Corient IA
Florida
$670K +$847K +4,000 New
CCC
2715
Compass Capital Corp
Massachusetts
$669K +$354K +1,672 +70%
PAS
2716
PKS Advisory Services
New York
$667K -$146K -688 -15%
LDB
2717
Lee, Danner & Bass
Tennessee
$667K
TWP
2718
Tyche Wealth Partners
Texas
$665K +$94.2K +445 +13%
SRL
2719
Scientech Research LLC
New Jersey
$665K -$1.08M -5,116 -56%
UAG
2720
United Advisor Group
Ohio
$665K -$466K -2,201 -36%
MA
2721
Modus Advisors
Minnesota
$664K +$110K +522 +15%
GC
2722
Gilbert & Cook
Iowa
$664K -$74.1K -350 -8%
FCM
2723
Family Capital Management
Michigan
$663K +$239K +1,127 +40%
HW
2724
Hamilton Wealth
California
$663K
CWP
2725
Curated Wealth Partners
California
$660K +$374K +1,766 +81%

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.