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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
AAS
501
Avantax Advisory Services
Texas
$43.7M +$1.03M +4,871 +2%
DILIC
502
Dai-ichi Life Insurance Company
Japan
$43.6M -$4.2M -19,821 -7%
AWM
503
Apollon Wealth Management
South Carolina
$43.4M +$10.4M +49,007 +23%
AI
504
Atria Investments
North Carolina
$43.2M -$3.46M -16,330 -6%
HCMT
505
Highland Capital Management (Tennessee)
Tennessee
$43.1M +$2.88M +13,626 +6%
MFS
506
Mirabella Financial Services
United Kingdom
$43M +$42.8M +202,307 +376%
GF
507
Gabelli Funds
New York
$42.9M +$13.8M +65,034 +34%
GIBU
508
Gulf International Bank (UK)
United Kingdom
$42.8M -$18.8M -88,780 -26%
VNIM
509
Vaughan Nelson Investment Management
Texas
$42.3M +$48.7M +229,985 +1,024%
BPA
510
Beacon Pointe Advisors
California
$42.3M -$10.6M -50,137 -17%
RWP
511
RWA Wealth Partners
Massachusetts
$42.2M -$1.35M -6,360 -2%
OBAM
512
ODDO BHF Asset Management
France
$42M +$7.66M +36,191 +17%
FHA
513
First Horizon Advisors
Tennessee
$41.9M -$1.56M -7,384 -3%
AHSSHC
514
Adventist Health System Sunbelt Healthcare Corp
Florida
$41.9M +$52.9M +250,000 New
GCC
515
Guardian Capital (Canada)
Ontario, Canada
$41.8M +$190K +898 +0.4%
BEI
516
Benjamin Edwards Inc
Missouri
$41.8M -$6.93M -32,723 -12%
CTI
517
Community Trust & Investment
Kentucky
$41.7M -$848K -4,005 -2%
SAM
518
Securian Asset Management
Minnesota
$41.6M -$577K -2,726 -1%
TAM
519
Todd Asset Management
Kentucky
$41.5M +$18K +85 +0%
BSA
520
Braun Stacey Associates
New York
$41.5M +$560K +2,646 +1%
CWM
521
Congress Wealth Management
Massachusetts
$41.4M +$25.1M +118,760 +93%
SEIA
522
Signature Estate & Investment Advisors
California
$41M -$29.2M -138,028 -36%
AAM
523
AMI Asset Management
California
$40.5M -$1.78M -8,429 -3%
OAM
524
Oppenheimer Asset Management
New York
$40.4M -$8.88M -41,967 -15%
HCS
525
Himension Capital (Singapore)
Singapore
$40.3M +$48.1M +227,378 +1,673%

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.