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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
CBA
3901
Coastal Bridge Advisors
Connecticut
-$553K -2,384 Closed
WMWM
3902
Whitaker-Myers Wealth Managers
Ohio
-$542K -2,336 Closed
BHWM
3903
Bar Harbor Wealth Management
New Hampshire
-$531K -2,292 Closed
NWMG
3904
National Wealth Management Group
Ohio
-$512K -2,209 Closed
DSN
3905
D. Scott Neal
Kentucky
-$486K -2,098 Closed
MM
3906
Meridian Management
Arkansas
-$470K -2,028 Closed
SWM
3907
Stark Wealth Management
Pennsylvania
-$449K -1,938 Closed
ORAM
3908
One River Asset Management
Connecticut
-$400K -1,890 Closed
FIC
3909
Family Investment Center
Missouri
-$419K -1,809 Closed
ICM
3910
Intrepid Capital Management
Florida
-$413K -1,782 Closed
GWWM
3911
Great Waters Wealth Management
Minnesota
-$413K -1,780 Closed
GA
3912
GFS Advisors
Texas
-$390K -1,684 Closed
PPH
3913
Pure Portfolios Holdings
Oregon
-$389K -1,677 Closed
NCM
3914
NCM Capital Management
New Jersey
-$385K -1,659 Closed
MWM
3915
MinichMacGregor Wealth Management
New York
-$379K -1,635 Closed
DC
3916
Defender Capital
North Carolina
-$376K -1,623 Closed
DSCM
3917
Del-Sette Capital Management
New York
-$371K -1,600 Closed
FWM
3918
Foguth Wealth Management
Michigan
-$377K -1,539 Closed
PIP
3919
Peachtree Investment Partners
Florida
-$351K -1,516 Closed
BDWCC
3920
B&D White Capital Company
Texas
-$350K -1,510 Closed
MCM
3921
McRae Capital Management
New Jersey
-$348K -1,500 Closed
HIGP
3922
Hill Investment Group Partners
Missouri
-$346K -1,492 Closed
AA
3923
Aire Advisors
California
-$345K -1,489 Closed
ODG
3924
O'Dell Group
Ohio
-$340K -1,465 Closed
PCMF
3925
Private Capital Management (Florida)
Florida
-$329K -1,420 Closed

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.