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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
PCA
1926
Peddock Capital Advisors
Massachusetts
$2.1M -$16.5K -78 -0.6%
HWA
1927
HCR Wealth Advisors
California
$2.1M +$41.5K +196 +2%
LCM
1928
LCM Capital Management
Illinois
$2.09M +$92.9K +439 +4%
GA
1929
GoalVest Advisory
New York
$2.09M +$30.7K +145 +1%
VIP
1930
Vista Investment Partners
Oklahoma
$2.09M +$2.64M +12,490 New
FIM
1931
Freedom Investment Management
Connecticut
$2.09M +$594K +2,807 +29%
IWM
1932
Iams Wealth Management
Nebraska
$2.09M +$659K +3,112 +33%
EWM
1933
EPG Wealth Management
Georgia
$2.09M -$724K -3,421 -22%
CWA
1934
Consilium Wealth Advisory
Texas
$2.08M -$1.02M -4,800 -28%
TPW
1935
Transatlantique Private Wealth
New York
$2.08M -$59.9K -283 -2%
OL
1936
OneFund LLC
Florida
$2.07M -$32.8K -155 -1%
GS
1937
GWN Securities
Florida
$2.07M +$556K +2,627 +30%
HFO
1938
Heritage Family Offices
Arizona
$2.07M -$482K -2,279 -16%
FNBOH
1939
First National Bank of Hutchinson
Kansas
$2.07M -$20.3K -96 -0.8%
BCM
1940
BluePointe Capital Management
California
$2.07M +$1.36M +6,448 +109%
OC
1941
Oakworth Capital
Alabama
$2.07M -$211K -995 -7%
HP
1942
Hilltop Partners
Indiana
$2.06M -$41.7K -197 -2%
GJWM
1943
Gilliland Jeter Wealth Management
Arkansas
$2.06M -$319K -1,508 -11%
CCS
1944
Concentric Capital Strategies
Connecticut
$2.06M -$8.94M -42,256 -77%
WA
1945
Wambolt & Associates
Colorado
$2.06M +$327K +1,546 +14%
EGA
1946
E&G Advisors
Texas
$2.05M -$370K -1,750 -12%
NB
1947
NBT Bank
New York
$2.05M +$422K +1,996 +19%
UIA
1948
UG Investment Advisers
Taiwan
$2.05M +$2.59M +12,244 New
EA
1949
Everpar Advisors
Oklahoma
$2.05M -$386K -1,823 -13%
NAS
1950
Nicolet Advisory Services
Wisconsin
$2.04M +$395K +1,868 +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.