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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
RFS
3001
Richardson Financial Services
Massachusetts
$446K -$3.39K -16 -0.6%
WWP
3002
Wise Wealth Partners
Arizona
$445K +$1.91K +9 +0.3%
BTD
3003
BankPlus Trust Department
Mississippi
$445K -$4.45K -21 -0.8%
EIP
3004
Ellis Investment Partners
Pennsylvania
$445K +$1.91K +9 +0.3%
CA
3005
Calton & Associates
Florida
$444K +$561K +2,653 New
LGW
3006
Leslie Global Wealth
Illinois
$443K +$560K +2,646 New
RCWM
3007
Royal Capital Wealth Management
Indiana
$440K -$2.12K -10 -0.4%
CL
3008
CVFG LLC
Indiana
$440K -$190K -899 -25%
HNWAG
3009
High Net Worth Advisory Group
Florida
$440K
CWMGO
3010
Capstone Wealth Management Group (Oregon)
Oregon
$439K -$175K -827 -24%
SCA
3011
Sandy Cove Advisors
Massachusetts
$438K -$321K -1,518 -37%
MHWM
3012
Montz Harcus Wealth Management
Louisiana
$437K -$10.2K -48 -2%
PFA
3013
Pettinga Financial Advisors
Indiana
$437K -$6.77K -32 -1%
FEM
3014
Fulcrum Equity Management
Texas
$435K +$25.6K +121 +5%
AA
3015
Aufman Associates
Pennsylvania
$435K -$35.6K -168 -6%
SWM
3016
Sagace Wealth Management
Florida
$435K -$261K -1,231 -32%
HIF
3017
Hill Island Financial
Michigan
$435K -$183K -865 -25%
EWS
3018
Eagle Wealth Strategies
New Jersey
$433K -$52.1K -246 -9%
GMFG
3019
Greater Midwest Financial Group
Minnesota
$433K -$8.33M -39,381 -94%
FF
3020
Francis Financial
$432K -$353K -1,669 -39%
GTAM
3021
Global Trust Asset Management
Florida
$431K -$957K -4,520 -64%
CFSG
3022
Clark Financial Services Group
Missouri
$431K -$847 -4 -0.2%
CA
3023
CapWealth Advisors
Tennessee
$430K +$19.9K +94 +4%
GGS
3024
Galvin Gaustad & Stein
Arizona
$429K +$230K +1,088 +74%
MAM
3025
McLean Asset Management
Virginia
$429K -$3.17K -15 -0.5%

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.