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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
EL
3476
EQ LLC
Washington
$234K
CSB
3477
City State Bank
Iowa
$234K +$2.12K +10 +0.7%
STCOSD
3478
Sageworth Trust Company of South Dakota
South Dakota
$234K +$296K +1,400 New
SCI
3479
S&CO Inc
Massachusetts
$234K
OIS
3480
OneAscent Investment Solutions
Alabama
$234K +$296K +1,400 New
SAM
3481
Strive Asset Management
Ohio
$234K +$86.8K +410 +42%
WW
3482
Waterfront Wealth
Kansas
$232K +$5.5K +26 +2%
FS
3483
Financial Symmetry
North Carolina
$231K -$128K -603 -30%
MIM
3484
Montgomery Investment Management
Maryland
$231K
WLPWM
3485
Walled Lake Planning & Wealth Management
Illinois
$231K -$12.5K -59 -4%
TIM
3486
Tortoise Investment Management
New York
$230K -$361K -1,704 -55%
PFM
3487
Phillips Financial Management
Indiana
$229K +$10.2K +48 +4%
CFO
3488
Custos Family Office
Texas
$228K +$98K +463 +51%
LWP
3489
LMG Wealth Partners
Louisiana
$228K
OCFG
3490
O'Connor Financial Group
Illinois
$227K +$2.12K +10 +0.7%
KFA
3491
Kelleher Financial Advisors
New York
$226K -$223K -1,055 -44%
WWA
3492
Wingate Wealth Advisors
Massachusetts
$226K
AWAP
3493
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$226K -$476K -2,248 -62%
TCM
3494
TABR Capital Management
California
$225K -$21.8K -103 -7%
BDL
3495
Bey-Douglas LLC
Georgia
$225K -$63.7K -301 -18%
AZ
3496
Alpha Zero
Florida
$224K
PAG
3497
Powers Advisory Group
Illinois
$224K +$51.6K +244 +22%
WDA
3498
Wendell David Associates
New Hampshire
$224K
Betterment LLC
3499
Betterment LLC
New York
$224K +$16.1K +76 +6%
BWA
3500
BlueChip Wealth Advisors
Georgia
$224K +$69.6K +329 +33%

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.