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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
RWA
3176
Roberts Wealth Advisors
California
$354K
DWAM
3177
Duncan Williams Asset Management
Tennessee
$353K +$212 +1 +0%
PBO
3178
Peoples Bank (Ohio)
Ohio
$353K -$93.5K -442 -17%
TH
3179
TCTC Holdings
Texas
$353K +$14.2K +67 +3%
WHC
3180
Wulff, Hansen & Co
California
$352K +$52.9K +250 +13%
HNW
3181
High Note Wealth
Minnesota
$352K
FDS
3182
First Dallas Securities
Texas
$352K
BA
3183
BIP Alliance
Georgia
$352K +$16.1K +76 +4%
BWG
3184
Beta Wealth Group
California
$351K
OWA
3185
Opal Wealth Advisors
New York
$351K -$56.3K -266 -11%
EFG
3186
Ehrlich Financial Group
California
$350K -$38.1K -180 -8%
CCM
3187
Chiron Capital Management
Florida
$350K +$23.3K +110 +6%
BA
3188
Bristlecone Advisors
Washington
$350K -$54.8K -259 -11%
WA
3189
Waddell & Associates
Tennessee
$350K +$9.1K +43 +2%
NEPPG
3190
New England Professional Planning Group
Rhode Island
$350K
SO
3191
Sierra Ocean
California
$350K +$63.3K +299 +17%
WPW
3192
Warther Private Wealth
Ohio
$350K -$1.72M -8,111 -80%
IAS
3193
Investment Advisory Services
Texas
$348K +$94.6K +447 +27%
BOSSRA
3194
B.O.S.S. Retirement Advisors
Utah
$347K +$23.1K +109 +6%
MSWA
3195
Marshall & Sterling Wealth Advisors
New York
$346K +$437K +2,067 New
BONST
3196
Bank of Nova Scotia Trust
Ontario, Canada
$346K +$30.5K +144 +7%
BFF
3197
Byrne Financial Freedom
Massachusetts
$345K +$95.7K +452 +28%
PPW
3198
Pasadena Private Wealth
California
$345K -$1.91K -9 -0.4%
FNT
3199
First Nebraska Trust
Nebraska
$345K
KWM
3200
Kingsman Wealth Management
Florida
$345K +$436K +2,060 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.