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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
WF
626
Welch & Forbes
Massachusetts
$29.2M +$6.92M +32,685 +23%
ECM
627
ExodusPoint Capital Management
New York
$29.1M -$54.1M -255,718 -60%
AC
628
Addenda Capital
Quebec, Canada
$29.1M -$7.98M -37,692 -18%
BFIM
629
Beese Fulmer Investment Management
Ohio
$29.1M -$660K -3,117 -2%
CWM
630
Calamos Wealth Management
Illinois
$28.9M +$1.67M +7,887 +5%
SCA
631
Snowden Capital Advisors
New York
$28.9M +$662K +3,127 +2%
CA
632
Cornerstone Advisors
North Carolina
$28.9M +$910K +4,300 +3%
CCM
633
Chilton Capital Management
Texas
$28.8M +$34.1M +161,003 +1,450%
BCM
634
Benchstone Capital Management
New York
$28.8M +$36.4M +171,818 New
TW
635
Transform Wealth
Colorado
$28.6M -$2.35M -11,124 -6%
CFG
636
Citizens Financial Group
Rhode Island
$28.6M +$11.5M +54,563 +47%
CF
637
Cypress Funds
California
$28.3M
SAM
638
Shell Asset Management
Netherlands
$28.3M -$398K -1,881 -1%
GGI
639
Godsey & Gibb Inc
Virginia
$28M -$1.73M -8,167 -5%
CUAMC
640
China Universal Asset Management Company
China
$28M +$4.6M +21,726 +15%
CS
641
Cannell & Spears
New York
$27.8M -$8.39M -39,650 -19%
Kayne Anderson Rudnick Investment Management
642
Kayne Anderson Rudnick Investment Management
California
$27.7M +$1.37M +6,467 +4%
AWAG
643
ARS Wealth Advisors Group
Florida
$27.7M -$1.37M -6,452 -4%
AAS
644
Annex Advisory Services
Wisconsin
$27.3M +$26.4M +124,583 +322%
HIIFS
645
Harel Insurance Investments & Financial Services
Israel
$27.2M +$17.4M +82,206 +103%
PF
646
Phoenix Financial
Israel
$26.9M -$8.73M -41,259 -20%
SPC
647
Stony Point Capital
New York
$26.9M +$21.9M +103,568 +181%
TS
648
Triglav Skladi
Slovenia
$26.9M +$7.18M +33,907 +27%
PAS
649
Park Avenue Securities
New York
$26.8M +$2.06M +9,733 +6%
GWM
650
Geneos Wealth Management
Colorado
$26.7M +$23.1M +109,184 +218%

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.