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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
FWM
2776
Finer Wealth Management
Massachusetts
$612K
DFA
2777
DHJJ Financial Advisors
Illinois
$611K -$13.8K -65 -2%
TM
2778
TigerOak Management
New Mexico
$608K +$49.7K +235 +7%
CW
2779
Code Waechter
Florida
$608K -$324K -1,529 -30%
BP
2780
BWM Planning
Texas
$608K +$3.81K +18 +0.5%
LCM
2781
LRT Capital Management
Texas
$606K -$201K -950 -21%
EI
2782
Ellevest Inc
New York
$605K +$63.1K +298 +9%
CIM
2783
Caldwell Investment Management
Ontario, Canada
$605K -$1.46M -6,900 -66%
MW
2784
Maia Wealth
Colorado
$605K +$40.2K +190 +6%
AC
2785
Apella Capital
Connecticut
$604K +$65.2K +308 +10%
OPOWM
2786
One Plus One Wealth Management
Florida
$604K -$130K -614 -15%
TCG
2787
Transcendent Capital Group
Oklahoma
$604K -$65.6K -310 -8%
OCG
2788
Opus Capital Group
Ohio
$604K -$350K -1,652 -31%
CP
2789
Capital Planning
Washington
$604K -$121K -573 -14%
WF
2790
Wayfinding Financial
Washington
$603K +$11.9K +56 +2%
APG
2791
Abacus Planning Group
South Carolina
$601K +$203K +959 +36%
MTIC
2792
Missouri Trust & Investment Company
Missouri
$597K -$13.3K -63 -2%
CA
2793
CV Advisors
Florida
$597K +$816K +3,854 New
SL
2794
Summitry LLC
California
$595K +$32.2K +152 +4%
UWPG
2795
Ullmann Wealth Partners Group
Florida
$595K +$7.41K +35 +1%
LWM
2796
LeConte Wealth Management
Tennessee
$594K +$751K +3,547 New
T
2797
Transce3nd
Texas
$593K -$352K -1,661 -32%
KWS
2798
Keystone Wealth Services
California
$593K +$97.6K +461 +15%
AGA
2799
Arkos Global Advisors
Texas
$590K +$12.5K +59 +2%
TCPG
2800
Trivant Custom Portfolio Group
California
$589K

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.