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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
WIM
1901
WealthPlan Investment Management
Nebraska
$2.19M +$872K +4,121 +46%
SIAG
1902
Safeguard Investment Advisory Group
California
$2.18M +$690K +3,260 +33%
SCM
1903
Seascape Capital Management
New Hampshire
$2.18M -$245K -1,157 -8%
SF
1904
Slagle Financial
Illinois
$2.17M +$2.75M +12,986 New
TCOO
1905
Trust Company of Oklahoma
Oklahoma
$2.17M +$332K +1,567 +14%
CM
1906
Cercano Management
Washington
$2.17M -$102K -481 -4%
RPWA
1907
Regent Peak Wealth Advisors
Georgia
$2.17M -$77.7K -367 -3%
CCM
1908
Connective Capital Management
California
$2.16M +$2.73M +12,892 New
OWCM
1909
One Wealth Capital Management
Arizona
$2.15M +$134K +632 +5%
FP
1910
Fiduciary Planning
Florida
$2.15M +$8.47K +40 +0.3%
CG
1911
Curat Global
New Hampshire
$2.14M +$2.71M +12,800 New
RAM
1912
RedJay Asset Management
Ontario, Canada
$2.14M +$2.71M +12,800 New
CWC
1913
Carolinas Wealth Consulting
North Carolina
$2.14M +$9.52K +45 +0.4%
PWMG
1914
Prestige Wealth Management Group
New Jersey
$2.13M +$594K +2,805 +28%
GCM
1915
Generation Capital Management
New York
$2.12M -$70.9K -335 -3%
FCFC
1916
First Commonwealth Financial Corp
Pennsylvania
$2.12M -$1.22M -5,771 -31%
AWC
1917
Abundance Wealth Counselors
Pennsylvania
$2.12M -$309K -1,461 -11%
TBC
1918
Ted Buchan & Co
California
$2.11M +$83.2K +393 +3%
AWM
1919
Aviso Wealth Management
Washington
$2.11M -$18.4K -87 -0.7%
AWM
1920
Ariadne Wealth Management
California
$2.11M +$58.6K +277 +3%
AWM
1921
Abound Wealth Management
Tennessee
$2.11M +$43.4K +205 +2%
AFM
1922
Aspetuck Financial Management
Connecticut
$2.11M -$10.6K -50 -0.4%
JCM
1923
Jacobi Capital Management
Pennsylvania
$2.11M +$144K +681 +6%
CWA
1924
Crux Wealth Advisors
California
$2.1M -$804K -3,798 -23%
CTC
1925
Cetera Trust Company
Minnesota
$2.1M -$15.9K -75 -0.6%

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.