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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
PCMK
4026
Paragon Capital Management (Kansas)
Kansas
-$225K -971 Closed
TF
4027
Threadgill Financial
Texas
-$225K -971 Closed
AL
4028
ADE LLC
Maryland
-$225K -970 Closed
FSWA
4029
Financial Synergies Wealth Advisors
Texas
-$225K -970 Closed
SC
4030
Searle & Co
Connecticut
-$225K -970 Closed
MIS
4031
Morningstar Investment Services
Illinois
-$225K -968 Closed
MAM
4032
Marotta Asset Management
Virginia
-$223K -963 Closed
NFC
4033
Northstar Financial Companies
Pennsylvania
-$223K -963 Closed
TWM
4034
TriaGen Wealth Management
California
-$223K -962 Closed
AWM
4035
Absher Wealth Management
North Carolina
-$223K -960 Closed
CISOA
4036
Capital Investment Services of America
Wisconsin
-$223K -960 Closed
FFS
4037
Flavin Financial Services
Florida
-$223K -960 Closed
SHJ
4038
Sharkey, Howes & Javer
Colorado
-$223K -960 Closed
PDM
4039
Penn Davis McFarland
Texas
-$221K -955 Closed
HP
4040
HT Partners
Connecticut
-$221K -953 Closed
EC
4041
Eaton-Cambridge
Arizona
-$220K -950 Closed
AFGAS
4042
Allegiance Financial Group Advisory Services
Virginia
-$219K -946 Closed
CWA
4043
Clearview Wealth Advisors
Oregon
-$218K -941 Closed
CI
4044
Ceera Investments
Texas
-$218K -940 Closed
HA
4045
HFG Advisors
Ohio
-$218K -940 Closed
PPWM
4046
Perissos Private Wealth Management
Oklahoma
-$217K -936 Closed
TA
4047
TPG Advisors
Illinois
-$216K -930 Closed
CL
4048
CLG LLC
California
-$215K -929 Closed
WWWM
4049
White Wing Wealth Management
Texas
-$215K -926 Closed
AWA
4050
AmeriServ Wealth Advisors
Pennsylvania
-$214K -925 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.