We are live on ! Find out more
AVGO icon

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
TPW
1851
Talon Private Wealth
Florida
$2.38M +$2.43M +11,485 +489%
HBFP
1852
Henderson Brothers Financial Partners
Pennsylvania
$2.37M +$1.45M +6,841 New
MCC
1853
Money Concepts Capital
Florida
$2.36M +$208K +981 +7%
PWA
1854
Phoenix Wealth Advisors
North Carolina
$2.35M -$739K -3,494 -20%
AF
1855
Advisornet Financial
Minnesota
$2.35M -$402K -1,901 -12%
RCA
1856
Roberts Capital Advisors
Colorado
$2.34M
MS
1857
Madden Securities
Texas
$2.34M +$1.59M +7,532 +117%
WAM
1858
Worth Asset Management
Texas
$2.33M +$2.46M +11,616 +505%
IF
1859
Intrua Financial
Texas
$2.33M -$83.4K -394 -3%
TWP
1860
Triad Wealth Partners
Kansas
$2.32M +$877K +4,145 +43%
MA
1861
MCF Advisors
Kentucky
$2.32M -$41.7K -197 -1%
KAS
1862
KPP Advisory Services
Kentucky
$2.31M +$1.66M +7,827 +130%
CAWM
1863
Capital Advisors Wealth Management
Washington
$2.31M -$649K -3,067 -18%
RZH
1864
Relyea Zuckerberg Hanson
Connecticut
$2.31M +$112K +530 +4%
OIA
1865
Optimum Investment Advisors
Illinois
$2.31M +$56.7K +268 +2%
JSAM
1866
J. Safra Asset Management
New York
$2.31M +$1.2M +5,674 +70%
LAIC
1867
Lederer & Associates Investment Counsel
California
$2.3M +$137K +645 +5%
CPC
1868
Cookson Peirce & Co
Pennsylvania
$2.3M +$568K +2,685 +24%
ISFAN
1869
Investor's Fiduciary Advisor Network
Washington
$2.29M -$452K -2,137 -14%
ABWM
1870
Alpine Bank Wealth Management
Colorado
$2.29M +$2.89M +13,673 New
KIM
1871
Kane Investment Management
California
$2.29M +$477K +2,253 +20%
MTC
1872
Matrix Trust Company
Colorado
$2.29M +$74.3K +351 +3%
GSC
1873
G&S Capital
Colorado
$2.27M -$42.3K -200 -1%
SW
1874
SlateStone Wealth
Florida
$2.27M -$59.7K -282 -2%
FAG
1875
Fortitude Advisory Group
Washington
$2.27M +$248K +1,174 +10%

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.