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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
BWM
2226
BNC Wealth Management
Oregon
$1.35M +$1.7M +8,040 New
CFS
2227
Commonwealth Financial Services
West Virginia
$1.35M +$64.6K +305 +4%
BWM
2228
BlackDiamond Wealth Management
New York
$1.34M +$249K +1,178 +22%
PCH
2229
PGIM Custom Harvest
New Jersey
$1.34M -$1.06K -5 -0.1%
WSWA
2230
Warren Street Wealth Advisors
California
$1.34M +$222K +1,051 +15%
MPCG
2231
Matrix Private Capital Group
New York
$1.34M -$20.5K -97 -1%
VW
2232
Vantage Wealth
California
$1.34M
SI
2233
Severin Investments
Missouri
$1.34M +$69.2K +327 +4%
WPW
2234
Waldron Private Wealth
Pennsylvania
$1.34M -$8.52M -40,233 -83%
SCM
2235
Sunbeam Capital Management
Georgia
$1.34M +$5.29K +25 +0.3%
GWS
2236
Greykasell Wealth Strategies
California
$1.34M +$47.6K +225 +3%
DCM
2237
Dilation Capital Management
New York
$1.34M +$1.69M +7,980 New
AIC
2238
Argus Investors Counsel
New York
$1.33M -$384K -1,815 -19%
RIG
2239
RiverFront Investment Group
Virginia
$1.33M +$581K +2,744 +53%
WF
2240
Womack Financial
Texas
$1.33M -$2.75K -13 -0.2%
SWA
2241
Sax Wealth Advisors
New Jersey
$1.33M +$501K +2,365 +42%
CAG
2242
Centerpoint Advisory Group
Kansas
$1.33M +$290K +1,371 +21%
CIS
2243
Custom Index Systems
New York
$1.33M +$189K +893 +13%
EFG
2244
Ethos Financial Group
Pennsylvania
$1.33M +$6.35K +30 +0.5%
VC
2245
Veracity Capital
Georgia
$1.32M -$536K -2,533 -24%
WEG
2246
World Equity Group
Illinois
$1.32M +$298K +1,407 +22%
KSB
2247
Kennebec Savings Bank
Maine
$1.32M -$72.4K -342 -4%
RTC
2248
Riverview Trust Company
Washington
$1.32M -$17.8K -84 -1%
TI
2249
TrueMark Investments
Illinois
$1.32M -$2.97M -14,015 -64%
OWA
2250
Outlook Wealth Advisors
Texas
$1.32M -$12.7K -60 -0.8%

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.