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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
IWS
1476
Insight Wealth Strategies
California
$4.18M -$97.8K -462 -2%
MIP
1477
Marietta Investment Partners
Wisconsin
$4.18M +$2.12K +10 +0%
AOWM
1478
Alpha Omega Wealth Management
Virginia
$4.17M -$2.34M -11,070 -31%
FFA
1479
Founders Financial Alliance
North Carolina
$4.17M +$602K +2,843 +13%
RSWM
1480
Robertson Stephens Wealth Management
California
$4.17M -$82.1K -388 -2%
EB
1481
Emprise Bank
Kansas
$4.16M -$211K -995 -4%
PNAA
1482
Pictet North America Advisors
Switzerland
$4.16M +$2.49M +11,746 +90%
BMWS
1483
Brady Martz Wealth Solutions
North Dakota
$4.16M -$56.9K -269 -1%
IIC
1484
Ironwood Investment Counsel
Arizona
$4.16M -$902K -4,263 -15%
DC
1485
DeDora Capital
California
$4.15M -$730K -3,450 -12%
VIM
1486
Vancity Investment Management
British Columbia, Canada
$4.15M +$5.25M +24,791 New
NC
1487
NovaPoint Capital
Georgia
$4.14M +$134K +634 +3%
RCG
1488
Regatta Capital Group
California
$4.13M +$138K +652 +3%
HIA
1489
Harbor Investment Advisory
Maryland
$4.12M -$188K -889 -3%
DACS
1490
Dymon Asia Capital (Singapore)
Singapore
$4.12M +$4.36M +20,599 +515%
CBTWT
1491
Community Bank & Trust (Waco, Texas)
Texas
$4.11M -$177K -835 -3%
PFPT
1492
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.1M -$104K -493 -2%
AWM
1493
Avior Wealth Management
Nebraska
$4.1M -$143K -675 -3%
AWE
1494
Avidian Wealth Enterprises
Texas
$4.1M +$202K +954 +4%
UH
1495
Unigestion Holding
Switzerland
$4.09M +$1.62M +7,649 +46%
AG
1496
Advocate Group
Minnesota
$4.09M -$110K -521 -2%
SACTSONJ
1497
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.09M
IFWM
1498
Institute for Wealth Management
Colorado
$4.07M +$47.8K +226 +0.9%
EW
1499
Evoke Wealth
California
$4.07M +$470K +2,222 +10%
AA
1500
Alta Advisers
United Kingdom
$4.05M +$1.82M +8,600 +55%

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.