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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
GSWM
1776
Golden State Wealth Management
California
$2.65M +$202K +954 +6%
NFA
1777
Northern Financial Advisors
Michigan
$2.65M
AWG
1778
Altus Wealth Group
Colorado
$2.65M +$127K +599 +4%
EBWM
1779
Eagle Bluffs Wealth Management
Missouri
$2.65M +$3.35M +15,808 New
GSIAS
1780
Garden State Investment Advisory Services
New Jersey
$2.65M +$2.5M +11,819 +297%
KCM
1781
KRS Capital Management
Michigan
$2.64M +$129K +610 +4%
CWM
1782
Circle Wealth Management
New Jersey
$2.64M -$768K -3,631 -19%
KOC
1783
Koss-Olinger Consulting
Florida
$2.63M -$599K -2,829 -15%
EW
1784
Elyxium Wealth
California
$2.63M +$2.69M +12,692 +420%
AWM
1785
Angeles Wealth Management
California
$2.63M +$94.8K +448 +3%
SFG
1786
SevenBridge Financial Group
Pennsylvania
$2.62M +$1.11M +5,251 +80%
SB
1787
Strategic Blueprint
Georgia
$2.62M -$93.1K -440 -3%
IA
1788
IFC Advisors
California
$2.61M -$22.4K -106 -0.7%
RPCONE
1789
Retirement Planning Company of New England
Rhode Island
$2.61M -$72.8K -344 -2%
MA
1790
MONECO Advisors
Connecticut
$2.6M +$29.6K +140 +0.9%
MCP
1791
Mirador Capital Partners
California
$2.6M +$1.11M +5,245 +51%
CCA
1792
Childress Capital Advisors
Texas
$2.59M +$85.9K +406 +3%
SLG
1793
Stanley-Laman Group
Pennsylvania
$2.59M +$281K +1,330 +9%
BW
1794
BXM Wealth
Colorado
$2.59M +$117K +551 +4%
LJAC
1795
L.J. Altfest & Co
New York
$2.59M +$904K +4,272 +38%
RMDI
1796
R.M. Davis Inc
Maine
$2.58M +$167K +789 +5%
ST
1797
Sabal Trust
Florida
$2.58M +$1.42M +6,728 +77%
CAIM
1798
Catherine Avery Investment Management
Florida
$2.58M -$1.18M -5,560 -27%
PWS
1799
Precision Wealth Strategies
Missouri
$2.58M +$567K +2,680 +21%
CMI
1800
Clare Market Investments
Texas
$2.57M +$932K +4,403 +40%

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.