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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
PWA
2301
Prairie Wealth Advisors
Nebraska
$1.21M -$14.8K -70 -1%
OFG
2302
Oxford Financial Group
Indiana
$1.21M -$36.8K -174 -2%
VP
2303
Verum Partners
North Carolina
$1.21M -$95K -449 -6%
PWP
2304
Pursue Wealth Partners
California
$1.21M +$1.53M +7,223 New
KA
2305
Kozak & Associates
Colorado
$1.21M +$197K +930 +16%
SSWM
2306
Strait & Sound Wealth Management
California
$1.21M -$164K -773 -10%
TBT
2307
Texas Bank & Trust
Texas
$1.21M +$285K +1,345 +23%
AAMC
2308
Asset Allocation & Management Company
Illinois
$1.2M
IWP
2309
Insight Wealth Partners
Texas
$1.2M -$22.4K -106 -1%
FTA
2310
Financial & Tax Architects
Missouri
$1.2M -$445K -2,101 -23%
VST
2311
Van Strum & Towne
California
$1.2M +$260K +1,230 +21%
RCM
2312
Raleigh Capital Management
North Carolina
$1.2M -$681K -3,217 -31%
VA
2313
Valmark Advisers
Ohio
$1.2M +$3.81K +18 +0.3%
AFW
2314
Avantra Family Wealth
Pennsylvania
$1.2M +$58.8K +278 +4%
ECA
2315
Elevated Capital Advisors
Utah
$1.2M -$129K -608 -8%
CAL
2316
Capital Advisors Ltd
Ohio
$1.19M +$50.6K +239 +3%
BWM
2317
BigSur Wealth Management
Florida
$1.19M +$506K +2,393 +51%
HP
2318
Haven Private
Florida
$1.18M +$66.2K +313 +5%
UCB
2319
United Community Bank
South Carolina
$1.18M +$349K +1,647 +30%
EL
2320
EWA LLC
Pennsylvania
$1.18M +$307K +1,451 +26%
SFG
2321
Seamount Financial Group
Colorado
$1.18M +$34.1K +161 +2%
ZIG
2322
Zullo Investment Group
Pennsylvania
$1.18M -$3.6K -17 -0.2%
MSAM
2323
Moloney Securities Asset Management
Missouri
$1.18M -$187K -884 -11%
IPW
2324
Impact Partnership Wealth
Georgia
$1.18M +$120K +565 +9%
OPCM
2325
Osborne Partners Capital Management
California
$1.18M +$203K +961 +16%

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.