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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
PWMG
3276
Private Wealth Management Group
New Jersey
$311K +$147K +695 +60%
ABLA
3277
Alan B. Lancz & Associates
Ohio
$310K -$21.2K -100 -5%
NCM
3278
New Capital Management
Texas
$310K -$635 -3 -0.2%
HDA
3279
Harold Davidson & Associates
California
$309K -$29.6K -140 -7%
UB
3280
Umpqua Bank
Oregon
$309K +$42.3K +200 +12%
IFS
3281
Ifrah Financial Services
Arkansas
$309K -$36.4K -172 -9%
WQ
3282
Wealth Quarterback
New Jersey
$307K +$1.27K +6 +0.3%
BAWM
3283
Bennett Associates Wealth Management
Pennsylvania
$307K -$135K -639 -26%
WSFG
3284
Wall Street Financial Group
Illinois
$306K +$97.4K +460 +34%
PWA
3285
Provenance Wealth Advisors
Florida
$306K +$135K +636 +53%
CFA
3286
Capstone Financial Advisors
Illinois
$305K -$257K -1,215 -40%
UIM
3287
Unified Investment Management
Georgia
$305K -$296K -1,398 -43%
SIA
3288
SGL Investment Advisors
Montana
$305K +$75.8K +358 +32%
WFP
3289
Wrenne Financial Planning
Kentucky
$305K +$4.66K +22 +1%
MLFP
3290
MPS Loria Financial Planners
Illinois
$304K +$212 +1 +0.1%
MFWP
3291
Mosaic Family Wealth Partners
Missouri
$304K +$5.71K +27 +2%
N
3292
Numerai
California
$303K -$263K -1,243 -41%
JF
3293
JSF Financial
California
$303K -$1.38M -6,538 -78%
CSC
3294
Caldwell Sutter Capital
California
$303K -$42.8K -202 -10%
CGA
3295
Crescent Grove Advisors
Illinois
$303K +$94.4K +446 +33%
SAA
3296
Southeast Asset Advisors
Georgia
$302K +$13.8K +65 +4%
CSI
3297
Cross Staff Investments
New York
$302K
BGAI
3298
Bruce G. Allen Investments
Colorado
$301K -$150K -709 -28%
MKA
3299
M. Kulyk & Associates
Georgia
$301K -$68.6K -324 -15%
FDP
3300
Financiere des Professionnels
Quebec, Canada
$301K +$380K +1,797 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.