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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
NIWA
2176
New Insight Wealth Advisors
California
$1.43M +$7.83K +37 +0.4%
CCFM
2177
Clear Creek Financial Management
Washington
$1.43M +$182K +860 +11%
SPFA
2178
Summit Place Financial Advisors
New Jersey
$1.43M -$124K -585 -6%
CCWM
2179
Correct Capital Wealth Management
Missouri
$1.42M -$68.2K -322 -4%
DE
2180
Diversified Enterprises
Delaware
$1.42M +$710K +3,353 +65%
GPWM
2181
Grant Private Wealth Management
California
$1.42M +$98.8K +467 +6%
WCM
2182
Windsor Capital Management
Arizona
$1.41M -$230K -1,087 -11%
Financial Engines Advisors
2183
Financial Engines Advisors
California
$1.41M +$47.2K +223 +3%
PWM
2184
Peterson Wealth Management
Nevada
$1.41M +$37.9K +179 +2%
BFWM
2185
Bright Futures Wealth Management
New York
$1.41M -$83K -392 -4%
MG
2186
McHugh Group
Ohio
$1.41M +$212 +1 +0%
RP
2187
Raelipskie Partnership
Ontario, Canada
$1.41M -$367K -1,735 -17%
KF
2188
KKM Financial
Illinois
$1.41M +$52.9K +250 +3%
SWM
2189
Seed Wealth Management
Illinois
$1.4M
CTA
2190
Colonial Trust Advisors
South Carolina
$1.4M +$1.09M +5,172 +161%
SCM
2191
Sandler Capital Management
New York
$1.4M +$884K +4,176 +100%
CA
2192
Cornerstone Advisory
Maryland
$1.4M +$371K +1,754 +33%
ICP
2193
Interchange Capital Partners
Pennsylvania
$1.4M +$180K +850 +11%
BFO
2194
Biltmore Family Office
North Carolina
$1.4M -$40.2K -190 -2%
ACGA
2195
Atlanta Consulting Group Advisors
Georgia
$1.39M -$133K -630 -7%
JCM
2196
Jacobsen Capital Management
Utah
$1.39M +$40.8K +193 +2%
BWM
2197
Bulltick Wealth Management
Florida
$1.39M -$201K -949 -10%
FOA
2198
Five Oceans Advisors
California
$1.39M -$2.96K -14 -0.2%
BTWM
2199
Baker Tilly Wealth Management
Wisconsin
$1.39M +$23.3K +110 +1%
TGAM
2200
TBH Global Asset Management
Tennessee
$1.39M -$232K -1,094 -12%

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.