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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
ACM
2826
Armbruster Capital Management
New York
$559K +$46.6K +220 +7%
BFG
2827
Birch Financial Group
New Hampshire
$559K +$323K +1,525 +84%
NCM
2828
Northside Capital Management
Oregon
$559K +$9.74K +46 +1%
ZI
2829
ZEGA Investments
Florida
$557K -$332K -1,567 -32%
I
2830
InceptionR
California
$557K +$704K +3,327 New
HCWM
2831
Hidden Cove Wealth Management
Washington
$555K +$115K +541 +20%
GFG
2832
Greenberg Financial Group
Arizona
$554K +$379K +1,790 New
GSIS
2833
Global Strategic Investment Solutions
Arizona
$554K -$14.4K -68 -2%
CAC
2834
Certified Advisory Corp
Florida
$554K -$44K -208 -6%
RS
2835
R Squared
Hong Kong
$553K +$662K +3,130 +1,841%
HWA
2836
Heritage Wealth Advisors
Virginia
$550K
FCA
2837
FLC Capital Advisors
California
$549K
JWM
2838
JGP Wealth Management
Oregon
$548K +$22.6K +107 +3%
GLLW
2839
Graves Light Lenhart Wealth
Virginia
$547K +$47.4K +224 +7%
BMA
2840
Brooks Moore & Associates
Tennessee
$546K -$21.2K -100 -3%
GC
2841
GFG Capital
Florida
$545K +$126K +597 +22%
FWP
2842
Falcon Wealth Planning
California
$545K +$87K +411 +14%
OAS
2843
Optivise Advisory Services
Tennessee
$543K +$107K +505 +18%
MWM
2844
Marion Wealth Management
Pennsylvania
$543K +$66.2K +313 +11%
LF
2845
Lantz Financial
Illinois
$542K +$142K +673 +26%
WAG
2846
Wallace Advisory Group
California
$542K +$107K +507 +28%
FFG
2847
Fiduciary Financial Group
California
$541K -$33.7K -159 -5%
OBGC
2848
O'Brien Greene & Co
Pennsylvania
$541K -$4.23K -20 -0.6%
CCA
2849
Coign Capital Advisors
Utah
$540K -$57.1K -270 -8%
EHC
2850
Everett Harris & Co
California
$540K +$83.8K +396 +14%

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.