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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
CWM
4001
Cabot Wealth Management
Massachusetts
-$241K -1,039 Closed
JPLA
4002
Joseph P. Lucia & Associates
New York
-$240K -1,036 Closed
CIC
4003
Cutler Investment Counsel
Oregon
-$239K -1,030 Closed
RRA
4004
Round Rock Advisors
Connecticut
-$238K -1,027 Closed
WAL
4005
W Advisors LLC
Tennessee
-$237K -1,024 Closed
WWM
4006
WT Wealth Management
Arizona
-$236K -1,020 Closed
SFA
4007
Seneca Financial Advisors
New York
-$234K -1,010 Closed
TIM
4008
Total Investment Management
Arizona
-$232K -1,001 Closed
UWS
4009
Unique Wealth Strategies
Illinois
-$232K -1,001 Closed
PHS
4010
Pekin Hardy Strauss
Illinois
-$232K -1,000 Closed
PF
4011
Penney Financial
Texas
-$232K -1,000 Closed
PM
4012
Phraction Management
Connecticut
-$232K -1,000 Closed
PCM
4013
Poehling Capital Management
Wisconsin
-$232K -1,000 Closed
WTG
4014
West Tower Group
Virginia
-$232K -1,000 Closed
FC
4015
Fusion Capital
South Carolina
-$231K -998 Closed
CHA
4016
Cooper/Haims Advisors
New York
-$230K -993 Closed
PHWM
4017
Pine Harbor Wealth Management
Maryland
-$230K -992 Closed
JBA
4018
Johnson Bixby & Associates
Washington
-$230K -990 Closed
KWM
4019
KMT Wealth Management
California
-$230K -990 Closed
SIC
4020
Sage Investment Counsel
Tennessee
-$230K -990 Closed
SPI
4021
Santori & Peters Inc
Pennsylvania
-$229K -989 Closed
VBFP
4022
Valtinson Bruner Financial Planning
Minnesota
-$228K -985 Closed
WCP
4023
Wick Capital Partners
Pennsylvania
-$227K -980 Closed
BCCM
4024
Bridge Creek Capital Management
Massachusetts
-$226K -975 Closed
SWM
4025
SFG Wealth Management
Maryland
-$226K -975 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.