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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
IWC
776
Integrated Wealth Concepts
Massachusetts
$18.9M -$4.92M -23,270 -17%
CWM
777
Compass Wealth Management
Connecticut
$18.8M -$3.29M -15,560 -12%
GI
778
GLOBALT Investments
Georgia
$18.8M -$2.76M -13,022 -10%
FTWA
779
Fifth Third Wealth Advisors
Ohio
$18.7M +$3.21M +15,178 +16%
TFS
780
Thoroughbred Financial Services
Tennessee
$18.6M -$123K -582 -0.5%
PJSIMP
781
P.J. Schmidt Investment Management (PJS)
Wisconsin
$18.6M -$218K -1,032 -0.9%
SAM
782
Sycomore Asset Management
France
$18.6M
CW
783
CreativeOne Wealth
Kansas
$18.5M +$902K +4,260 +4%
DAM
784
Deltec Asset Management
New York
$18.5M -$529K -2,500 -2%
SSA
785
Schonfeld Strategic Advisors
New York
$18.4M -$44.3M -209,358 -66%
USAA
786
United Services Automobile Association
Texas
$18.4M -$70M -330,760 -75%
PIMJS
787
PKO Investment Management Joint-Stock
Poland
$18.4M +$13.3M +63,000 +134%
JC
788
JB Capital
Connecticut
$18.4M -$657K -3,102 -3%
SIM
789
Stratos Investment Management
Ohio
$18.4M +$5.21M +24,623 +29%
VI
790
Vestcor Inc
New Brunswick, Canada
$18.4M -$4.08M -19,254 -15%
CDDEC
791
Caisse Des Depots Et Consignations
France
$18.3M -$1.58M -7,488 -6%
Impax Asset Management Group
792
Impax Asset Management Group
United Kingdom
$18.2M +$327K +1,544 +1%
GH
793
GAM Holding
Switzerland
$18.2M -$3.61M -17,073 -14%
IC
794
Iconiq Capital
California
$18.2M -$107M -505,980 -82%
WC
795
Whitney & Co
New York
$18.2M -$360K -1,700 -2%
CSD
796
Clear Street Derivatives
New York
$18.1M
SCP
797
Shorepoint Capital Partners
Massachusetts
$18M -$2.26M -10,697 -9%
CP
798
CenterBook Partners
Connecticut
$17.9M +$22.7M +107,167 New
ERWM
799
Elk River Wealth Management
Colorado
$17.9M -$1.12M -5,297 -5%
SCM
800
Sirios Capital Management
Massachusetts
$17.9M +$12.7M +60,031 +127%

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.