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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
NG
2951
Northstar Group
New York
$472K
CWM
2952
Cedar Wealth Management
California
$472K +$559K +2,640 +1,467%
PFW
2953
Petros Family Wealth
Minnesota
$471K +$56.3K +266 +10%
MA
2954
MAS Advisors
Florida
$471K -$73.9K -349 -11%
EGA
2955
Eagle Global Advisors
Texas
$470K
SWRP
2956
Summit Wealth & Retirement Planning
California
$470K +$144K +680 +32%
EL
2957
Essex LLC
Illinois
$470K +$290K +1,368 +95%
KCP
2958
Kera Capital Partners
California
$469K -$29K -137 -5%
ALA
2959
Atlas Legacy Advisors
California
$469K -$5.71K -27 -1%
EIA
2960
Eldridge Investment Advisors
New Hampshire
$469K
BSTWA
2961
Blake Schutter Theil Wealth Advisors
Ohio
$468K -$36K -170 -6%
MCM
2962
M1 Capital Management
Michigan
$468K +$2.54K +12 +0.4%
PAA
2963
Peregrine Asset Advisers
Oregon
$468K -$4.26M -20,124 -87%
SWM
2964
StoneCrest Wealth Management
Arizona
$468K +$130K +616 +28%
PA
2965
Persium Advisors
Georgia
$466K -$5.71K -27 -1%
WN
2966
Williams & Novak
California
$466K +$2.33K +11 +0.4%
MPW
2967
Monterey Private Wealth
California
$465K +$10.2K +48 +2%
CF
2968
Cyr Financial
Illinois
$465K +$5.29K +25 +0.9%
BSI
2969
Bennett Selby Investments
Maine
$465K +$157K +740 +36%
TSWM
2970
Tyler-Stone Wealth Management
Ohio
$464K -$78.3K -370 -12%
HWA
2971
HMV Wealth Advisors
Louisiana
$462K
KWMG
2972
King Wealth Management Group
Florida
$462K +$31.7K +150 +6%
SLC
2973
Second Line Capital
Louisiana
$462K -$1.39M -6,556 -70%
PHIC
2974
Pine Haven Investment Counsel
Massachusetts
$460K -$10.6K -50 -2%
NC
2975
North Capital
Utah
$459K +$580K +2,740 New

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.