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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
DWP
1326
Destiny Wealth Partners
Florida
$5.53M +$1.27M +6,013 +22%
SQA
1327
Simon Quick Advisors
New Jersey
$5.52M +$1.4M +6,620 +25%
BCM
1328
Becker Capital Management
Oregon
$5.52M -$616K -2,912 -8%
WSA
1329
Warm Springs Advisors
California
$5.49M +$2.15M +10,145 +45%
PPWP
1330
Premier Path Wealth Partners
New Jersey
$5.49M +$11.6K +55 +0.2%
FFM
1331
Forum Financial Management
Illinois
$5.48M -$87.8K -415 -1%
FAP
1332
Financial Advisory Partners
Florida
$5.48M -$1.59M -7,493 -19%
NMG
1333
New Millennium Group
Utah
$5.48M -$1.4M -6,626 -17%
FP
1334
Financial Perspectives
Minnesota
$5.48M +$1.27K +6 +0%
BFPW
1335
BOK Financial Private Wealth
Colorado
$5.47M -$729K -3,443 -10%
HIS
1336
Horizon Investment Services
Indiana
$5.47M -$902K -4,263 -12%
KWM
1337
Keebeck Wealth Management
Illinois
$5.44M -$2.05M -9,683 -23%
QP
1338
Quartz Partners
New York
$5.41M -$141K -666 -2%
BCM
1339
Berbice Capital Management
New York
$5.4M +$220K +1,040 +3%
ZBNA
1340
Zions Bancorporation, National Association
Utah
$5.39M +$6.82M +32,222 New
BIA
1341
Benchmark Investment Advisors
Illinois
$5.39M +$1.47M +6,924 +27%
TPI
1342
Trust Point Inc
Wisconsin
$5.39M -$2.32M -10,972 -25%
SW
1343
StrongBox Wealth
Missouri
$5.38M -$6.35K -30 -0.1%
TAM
1344
Titleist Asset Management
Texas
$5.35M -$278K -1,312 -4%
OCM
1345
One Capital Management
California
$5.34M +$404K +1,910 +6%
FFA
1346
Fragasso Financial Advisors
Pennsylvania
$5.31M -$865K -4,087 -11%
NG
1347
Norden Group
Utah
$5.31M -$487K -2,302 -7%
BA
1348
BCM Advisors
Louisiana
$5.3M
EAM
1349
Eventide Asset Management
Massachusetts
$5.3M +$595K +2,810 +10%
MWM
1350
MOKAN Wealth Management
Kansas
$5.28M +$274K +1,293 +4%

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.