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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
WW
1376
Windle Wealth
Oklahoma
$5.06M +$6.39M +30,208 New
PIA
1377
Pinion Investment Advisors
Kansas
$5.02M +$3.13M +14,804 +97%
ACM
1378
Advent Capital Management
New York
$5.02M +$6.35M +30,000 New
SIC
1379
Salem Investment Counselors
North Carolina
$5.02M +$263K +1,245 +4%
SI
1380
Symmetry Investments
Jersey
$5.01M -$14.9M -70,340 -70%
CWMK
1381
Caliber Wealth Management (Kansas)
Kansas
$4.99M +$6.3M +29,779 New
CT
1382
Caldwell Trust
Florida
$4.98M -$597K -2,819 -9%
RF
1383
Robbins Farley
New Hampshire
$4.98M -$73K -345 -1%
PRS
1384
Pinkerton Retirement Specialists
Idaho
$4.95M -$453K -2,142 -7%
SFP
1385
Shepherd Financial Partners
Massachusetts
$4.94M +$188K +889 +3%
HIM
1386
Harbour Investment Management
Washington
$4.92M -$274K -1,295 -4%
SFA
1387
Souders Financial Advisors
Ohio
$4.9M -$1.71M -8,098 -22%
AAS
1388
Ameritas Advisory Services
Nebraska
$4.89M -$5.78M -27,289 -55%
NRD
1389
Nebula Research & Development
New York
$4.89M +$2.86M +13,506 +86%
LOIM
1390
Liberty One Investment Management
Illinois
$4.88M -$233K -1,101 -4%
FFS
1391
Founders Financial Securities
Maryland
$4.87M +$362K +1,710 +7%
CAAS
1392
Capital Asset Advisory Services
Michigan
$4.87M +$3.6M +16,998 +150%
BPAMU
1393
BTG Pactual Asset Management US
New York
$4.87M +$4.2M +19,834 +215%
TYCC
1394
Texas Yale Capital Corp
Florida
$4.86M
HSA
1395
HBK Sorce Advisory
Pennsylvania
$4.86M +$142K +670 +2%
JF
1396
Jericho Financial
Ohio
$4.85M -$848K -4,009 -12%
CAM
1397
Carret Asset Management
New York
$4.85M -$94K -444 -2%
CIA
1398
Choate Investment Advisors
Massachusetts
$4.84M +$87.2K +412 +1%
CIAS
1399
CFS Investment Advisory Services
New Jersey
$4.83M -$72.6K -343 -1%
DS
1400
DRW Securities
Illinois
$4.82M -$17.9M -84,738 -75%

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.