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Broadcom

4,085 hedge funds and large institutions have $996B invested in Broadcom in 2025 Q2 according to their latest regulatory filings, with 491 funds opening new positions, 1,824 increasing their positions, 1,498 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 491 | Existing positions closed: 162

70% more funds holding in top 10

Funds holding in top 10: 549935 (+386)

65% more capital invested

Capital invested by funds: $604B → $996B (+$392B)

22% more repeat investments, than reductions

Existing positions increased: 1,824 | Existing positions reduced: 1,498

7% more funds holding

Funds holding: 3,8164,085 (+269)

0.64% more ownership

Funds ownership: 76.25%76.89% (+0.64%)

8% less call options, than puts

Call options by funds: $22.6B | Put options by funds: $24.6B

Holders
4,085
Holders Change
+269
Holders Change %
+7.05%
% of All Funds
53.78%
Holding in Top 10
935
Holding in Top 10 Change
+386
Holding in Top 10 Change %
+70.31%
% of All Funds
12.31%
New
491
Increased
1,824
Reduced
1,498
Closed
162
Calls
$22.6B
Puts
$24.6B
Net Calls
-$1.98B
Net Calls Change
+$504M
Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
3551
Financial Synergies Wealth Advisors
Texas
$347K +$274K +1,260 New
SC
3552
Schubert & Co
Texas
$346K +$273K +1,256 New
CGA
3553
Crescent Grove Advisors
Illinois
$345K -$121K -556 -31%
2WWM
3554
21 West Wealth Management
California
$344K +$271K +1,248 New
PWS
3555
Proactive Wealth Strategies
Georgia
$344K +$9.12K +42 +3%
WHCI
3556
W.H. Cornerstone Investments
Massachusetts
$344K +$434 +2 +0.2%
ML
3557
Mayport LLC
Massachusetts
$342K -$83.2K -383 -24%
AWM
3558
Altus Wealth Management
Kentucky
$342K -$2.17K -10 -0.8%
WCWM
3559
Willow Creek Wealth Management
California
$342K +$269K +1,239 New
CFG
3560
Carter Financial Group
Illinois
$341K +$268K +1,236 New
WAM
3561
WFA Asset Management
Wisconsin
$340K
TF
3562
Tudor Financial
Ohio
$340K -$2.61K -12 -1%
WPA
3563
Wealth Preservation Advisors
Tennessee
$340K -$5.65K -26 -2%
MWM
3564
Momentous Wealth Management
Washington
$340K -$20K -92 -7%
DWM
3565
Dogwood Wealth Management
Kansas
$337K -$1.32M -6,070 -83%
TAM
3566
TCP Asset Management
Ohio
$337K +$266K +1,224 New
HA
3567
Helium Advisors
Washington
$337K -$101K -464 -28%
PCA
3568
Private Capital Advisors
Connecticut
$337K +$266K +1,223 New
HC
3569
Headland Capital
South Carolina
$337K +$265K +1,221 New
LOPW
3570
Live Oak Private Wealth
North Carolina
$336K +$265K +1,219 New
OIS
3571
OneAscent Investment Solutions
Alabama
$336K -$39.5K -182 -13%
KFS
3572
Kaizen Financial Strategies
California
$335K +$264K +1,217 New
CCM
3573
Consolidated Capital Management
California
$335K -$13.9K -64 -5%
CCP
3574
Carmel Capital Partners
California
$335K -$19.8K -91 -7%
ASG
3575
Ariston Services Group
California
$335K

AVGO Hedge Fund Activity: Q2 2025 in Review

4,085 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2025, worth a combined $996B — up 65% from $604B a quarter earlier.

Buyers outnumbered sellers: 491 funds opened new AVGO positions and 162 closed out — a net gain of 329 holders — while 1,824 added to existing stakes and 1,498 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.31B. The largest seller was Capital International Investors, cutting an estimated $2.71B.

  • 4,085 institutional investors held Broadcom (AVGO) as of Q2 2025, up from 3,816 in Q1 2025.
  • Funds reported $996B of Broadcom stock for Q2 2025, up 65% quarter-over-quarter.
  • 491 funds opened new Broadcom positions in Q2 2025 and 162 closed out, a net change of +329 holders.
  • The largest Broadcom buyer in Q2 2025 was Fidelity Investments, an estimated $3.31B added.
  • The largest Broadcom seller in Q2 2025 was Capital International Investors, an estimated $2.71B sold.

Based on aggregated 13F filings for Q2 2025.