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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
DA
1876
Doliver Advisors
Texas
$2.27M +$19.7K +93 +0.7%
BI
1877
Bolthouse Investments
California
$2.26M -$395K -1,868 -12%
WPA
1878
West Paces Advisors
Georgia
$2.26M -$528K -2,493 -16%
AC
1879
AlphaCore Capital
California
$2.25M +$1.07M +5,052 +60%
WCAMG
1880
Woodard & Company Asset Management Group
North Carolina
$2.24M +$308K +1,453 +12%
GWM
1881
Greenwich Wealth Management
Connecticut
$2.24M -$266K -1,255 -9%
MMCM
1882
Murphy & Mullick Capital Management
New York
$2.24M -$6.98K -33 -0.2%
CC
1883
Cypress Capital
Tennessee
$2.24M +$113K +536 +4%
SIM
1884
SWP Investment Management
Ohio
$2.24M +$2.83M +13,360 New
OM
1885
OV Management
Minnesota
$2.23M -$20.1K -95 -0.7%
HDIM
1886
Hanson & Doremus Investment Management
Vermont
$2.23M +$2.75M +12,970 +3,603%
RAM
1887
Ramirez Asset Management
New York
$2.23M +$1.25M +5,892 +79%
1NWS
1888
1 North Wealth Services
Maryland
$2.23M -$235K -1,110 -8%
HFM
1889
Hartford Financial Management
Connecticut
$2.23M -$5.29K -25 -0.2%
SFG
1890
Snider Financial Group
Washington
$2.23M +$589K +2,783 +26%
FA
1891
Fountainhead AM
New Jersey
$2.22M +$546K +2,578 +24%
JWM
1892
Jeppson Wealth Management
California
$2.22M +$127K +599 +5%
PSP
1893
Principal Street Partners
Tennessee
$2.22M -$229K -1,083 -8%
FFA
1894
First Foundation Advisors
California
$2.21M -$551K -2,602 -16%
DCM
1895
Davidson Capital Management
Texas
$2.21M -$1.49M -7,027 -35%
MCM
1896
Manchester Capital Management
Vermont
$2.21M +$124K +585 +5%
MCA
1897
Millennium Capital Advisors
Arkansas
$2.2M +$32K +151 +1%
MW
1898
MBL Wealth
North Carolina
$2.2M +$553K +2,612 +25%
MWA
1899
Meridian Wealth Advisors
Texas
$2.2M -$87.8K -415 -3%
TC
1900
Trilogy Capital
California
$2.19M +$451K +2,131 +19%

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.