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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
BWP
2801
Bernardo Wealth Planning
Pennsylvania
$589K +$253K +1,196 +52%
CWM
2802
Challenger Wealth Management
California
$587K +$9.52K +45 +1%
SGK
2803
Steigerwald Gordon & Koch
Virginia
$586K -$70.5K -333 -9%
SAM
2804
Selway Asset Management
$586K -$222K -1,050 -23%
HA
2805
Harbor Advisors
Florida
$586K
PWP
2806
Principle Wealth Partners
Connecticut
$584K +$115K +544 +18%
MIA
2807
MeadowBrook Investment Advisors
Michigan
$583K +$41.3K +195 +6%
TPWA
2808
TRUE Private Wealth Advisors
Oregon
$580K +$486K +2,298 +197%
ITB
2809
Idaho Trust Bank
Idaho
$579K +$732K +3,457 New
IPAM
2810
Investment Partners Asset Management
New Jersey
$578K -$22.6K -107 -3%
IWA
2811
IVC Wealth Advisors
Pennsylvania
$578K +$181K +856 +33%
HL
2812
HeadInvest LLC
Maine
$575K +$2.96K +14 +0.4%
MAA
2813
Mraz Amerine & Associates
California
$575K
DIA
2814
Dean Investment Associates
Ohio
$571K
WAM
2815
Wallington Asset Management
Indiana
$570K +$8.89K +42 +1%
MPI
2816
Mairs & Power Inc
Minnesota
$566K +$27.5K +130 +4%
DWM
2817
DecisionMap Wealth Management
Virginia
$565K -$93.1K -440 -12%
SSWM
2818
Sheets Smith Wealth Management
North Carolina
$565K +$212 +1 +0%
AP
2819
Atwood & Palmer
Missouri
$564K +$251K +1,188 +54%
BAM
2820
Blueshift Asset Management
New Jersey
$564K +$713K +3,368 New
RFA
2821
Reyes Financial Architecture
California
$563K -$708K -3,346 -50%
LGG
2822
Luts & Greenleigh Group
Maryland
$563K +$17.4K +82 +3%
OC
2823
Opinicus Capital
Florida
$561K +$110K +518 +18%
HIA
2824
Harvest Investment Advisors
Florida
$560K -$2.96M -13,982 -81%
ITIM
2825
Indiana Trust & Investment Management
Indiana
$559K +$34.9K +165 +5%

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.