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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
RA
3401
Ruggaard & Associates
Ohio
$262K +$109K +516 +49%
JCIA
3402
Jackson Creek Investment Advisors
Colorado
$262K +$331K +1,562 New
EFA
3403
Edge Financial Advisors
Illinois
$260K +$99.7K +471 +43%
FFWM
3404
Future Financial Wealth Management
Ohio
$260K +$1.48K +7 +0.5%
GKFF
3405
George Kaiser Family Foundation
Oklahoma
$260K +$328K +1,552 New
PGCM
3406
Prescott Group Capital Management
Oklahoma
$260K +$328K +1,552 New
WAOI
3407
Wealth Advisors of Iowa
Iowa
$260K
VWM
3408
Verus Wealth Management
Wisconsin
$260K -$49.5K -234 -13%
BSAM
3409
Blue Square Asset Management
New York
$259K
CCA
3410
Clearwater Capital Advisors
Illinois
$259K +$2.96K +14 +0.9%
PPC
3411
Pennington Partners & Co
Maryland
$259K -$325K -1,534 -50%
CIA
3412
Cape Investment Advisory
Georgia
$258K +$6.56K +31 +2%
NA
3413
Nautilus Advisors
California
$258K +$37.5K +177 +13%
AWP
3414
Astra Wealth Partners
New Jersey
$258K +$37.5K +177 +13%
SWG
3415
Summit Wealth Group
Vermont
$258K -$14.2K -67 -4%
SAM
3416
S.A. Mason
Michigan
$257K +$5.71K +27 +2%
IWP
3417
Innova Wealth Partners
Pennsylvania
$257K +$74.5K +352 +30%
SFC
3418
Strategic Financial Concepts
Texas
$257K -$152K -716 -32%
MLM
3419
Mount Lucas Management
Pennsylvania
$255K +$10.4K +49 +3%
FNBSF
3420
First National Bank Sioux Falls
South Dakota
$254K -$212K -1,000 -40%
SFG
3421
SNS Financial Group
Minnesota
$254K +$26.9K +127 +9%
IFA
3422
Index Fund Advisors
California
$252K -$2.12K -10 -0.7%
AFAS
3423
Acorn Financial Advisory Services
Virginia
$252K +$14.6K +69 +5%
WWA
3424
Wealth Watch Advisors
Colorado
$252K -$149K -703 -32%
NCM
3425
Noesis Capital Mangement
Florida
$251K +$5.08K +24 +2%

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.