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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
GI
2001
GS Investments
Minnesota
$1.91M +$11K +52 +0.5%
SA
2002
Sovran Advisors
California
$1.91M +$896K +4,233 +61%
PPWM
2003
Paragon Private Wealth Management
Kentucky
$1.9M +$424K +2,004 +21%
TT
2004
TI-Trust
Illinois
$1.9M -$2.12K -10 -0.1%
PFG
2005
Prosperity Financial Group
California
$1.9M +$25.6K +121 +1%
SFS
2006
Stiles Financial Services
Minnesota
$1.9M -$110K -518 -4%
CH
2007
Cromwell Holdings
Wyoming
$1.9M -$30.7K -145 -1%
RS
2008
Rakuten Securities
Japan
$1.89M -$7.81M -36,918 -77%
PWM
2009
Prentice Wealth Management
New York
$1.89M +$1.01M +4,784 +74%
OHWP
2010
Oak Harbor Wealth Partners
North Carolina
$1.88M +$11K +52 +0.5%
AIA
2011
Affinity Investment Advisors
California
$1.88M -$128K -604 -5%
SIG
2012
Sargent Investment Group
Maryland
$1.88M +$835K +3,946 +54%
BPW
2013
Bingham Private Wealth
California
$1.87M +$61.2K +289 +3%
GC
2014
Garde Capital
Washington
$1.87M -$257K -1,212 -10%
MWM
2015
Mindset Wealth Management
Indiana
$1.87M +$38.9K +184 +2%
DA
2016
Drake & Associates
Wisconsin
$1.86M +$462K +2,185 +24%
IGGA
2017
Iron Gate Global Advisors
Utah
$1.86M -$35.6K -168 -1%
RWM
2018
Riverbend Wealth Management
South Carolina
$1.86M +$215K +1,016 +10%
JWCA
2019
J.W. Coons Advisors
Ohio
$1.86M -$236K -1,117 -9%
SPWG
2020
Syntegra Private Wealth Group
Missouri
$1.85M +$145K +685 +7%
MSFS
2021
Main Street Financial Solutions
Pennsylvania
$1.85M -$1.13M -5,358 -33%
HCM
2022
Hollencrest Capital Management
California
$1.85M -$1.12M -5,291 -32%
HBW
2023
Hazlett, Burt & Watson
West Virginia
$1.84M +$54K +255 +2%
NVIM
2024
New Vernon Investment Management
Illinois
$1.84M -$16.3M -77,047 -88%
PW
2025
PUREfi Wealth
Massachusetts
$1.84M +$686K +3,240 +42%

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.