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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
DFC
3051
DB Fitzpatrick & Co
Idaho
$415K -$53.1K -251 -9%
CCM
3052
Cohen Capital Management
California
$414K
CG
3053
Clifford Group
Massachusetts
$413K
KW
3054
Keyvantage Wealth
Pennsylvania
$413K -$25.2K -119 -5%
EWS
3055
Evergreen Wealth Solutions
Pennsylvania
$412K -$171K -807 -25%
CWM
3056
Chemistry Wealth Management
New York
$411K +$4.45K +21 +0.9%
TCWM
3057
Total Clarity Wealth Management
Illinois
$411K
SA
3058
Shilanski & Associates
Alaska
$410K -$1.48K -7 -0.3%
MWM
3059
Maripau Wealth Management
Indiana
$410K -$9.1K -43 -2%
BL
3060
Balentine LLC
Georgia
$410K -$219K -1,035 -30%
PCM
3061
Permanent Capital Management
Illinois
$409K +$20.7K +98 +4%
KWM
3062
KFG Wealth Management
Indiana
$408K +$36.8K +174 +8%
IAA
3063
Ironsides Asset Advisors
North Carolina
$408K +$5.29K +25 +1%
LGA
3064
Lebenthal Global Advisors
New York
$406K -$98.6K -466 -16%
EBSAM
3065
Eubel Brady & Suttman Asset Management
Ohio
$406K +$58.2K +275 +13%
CF
3066
Clarity Financial
Texas
$406K +$2.54K +12 +0.5%
CFA
3067
Cahill Financial Advisors
Minnesota
$405K -$105K -498 -17%
CG
3068
Cynosure Group
Utah
$405K +$44.2K +209 +9%
CAM
3069
Concorde Asset Management
Michigan
$405K +$1.48K +7 +0.3%
BCM
3070
Boltwood Capital Management
California
$404K +$135K +638 +36%
CAIMH
3071
Central Asset Investments & Management Holdings
Hong Kong
$404K -$368K -1,740 -42%
KNFPWM
3072
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$403K
GWM
3073
Gibbs Wealth Management
Georgia
$403K +$171K +807 +50%
BFO
3074
Boston Family Office
Massachusetts
$402K +$223K +1,052 +78%
EAM
3075
Empirical Asset Management
Massachusetts
$402K -$22.2M -104,939 -98%

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.