We are live on ! Find out more
AVGO icon

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
RS
3426
Robeco Schweiz
Switzerland
$251K -$9.55M -45,100 -97%
AIA
3427
Arbor Investment Advisors
North Carolina
$251K +$2.12K +10 +0.7%
GF
3428
Goodman Financial
Texas
$250K -$457K -2,160 -59%
LIA
3429
LBMC Investment Advisors
Tennessee
$250K +$106K +500 +50%
AFP
3430
Alpha Financial Partners
Kentucky
$250K +$316K +1,494 New
MC
3431
Montag & Caldwell
Georgia
$249K
SP
3432
Symmetry Partners
Connecticut
$249K +$27.9K +132 +10%
GFWA
3433
Grey Fox Wealth Advisors
Delaware
$249K +$111K +524 +54%
OPPS
3434
Obsidian Personal Planning Solutions
Maryland
$248K -$2.54K -12 -0.9%
CFG
3435
Copley Financial Group
California
$248K -$4.23K -20 -1%
SWA
3436
SOA Wealth Advisors
New York
$248K +$3.63M +17,165 +1,625%
ECA
3437
Elevate Capital Advisors
Colorado
$247K +$33K +156 +12%
WH
3438
Wallace Hart
Kentucky
$247K -$255K -1,205 -45%
GB
3439
Goepper Burkhardt
South Carolina
$246K +$8.47K +40 +3%
MSWMA
3440
Market Street Wealth Management Advisors
Indiana
$246K +$125K +589 +67%
CA
3441
Capital Advantage
California
$245K
CC
3442
Cadinha & Co
Hawaii
$245K -$9.1K -43 -3%
PWP
3443
Prasad Wealth Partners
Ohio
$244K +$29.4K +139 +11%
EFMH
3444
E Fund Management (HK)
Hong Kong
$244K -$330K -1,561 -52%
PIFP
3445
Partners in Financial Planning
Virginia
$244K
MWM
3446
MBE Wealth Management
Wisconsin
$243K +$120K +569 +64%
BWM
3447
Bernard Wealth Management
Michigan
$243K +$15.2K +72 +5%
LIA
3448
LifePlan Investment Advisors
North Carolina
$243K -$1.48K -7 -0.5%
NA
3449
Note Advisors
New York
$243K
RIS
3450
Retirement Income Solutions
Michigan
$243K

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.