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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
SWIG
2326
Strategic Wealth Investment Group
Kentucky
$1.18M -$21.5M -101,532 -94%
CCG
2327
Chatham Capital Group
Georgia
$1.18M -$38.1K -180 -3%
RB
2328
Renasant Bank
Mississippi
$1.17M -$31.1K -147 -2%
FPL
2329
Fortress Private Ledger
North Carolina
$1.17M -$96.9K -458 -6%
EWM
2330
Elevatus Welath Management
New York
$1.17M +$114K +540 +8%
FG
2331
Fiduciary Group
Georgia
$1.17M
GAA
2332
Green Alpha Advisors
Colorado
$1.17M -$563K -2,659 -28%
HIM
2333
Hanlon Investment Management
New Jersey
$1.16M -$397K -1,876 -21%
BBA
2334
Braun-Bostich & Associates
Pennsylvania
$1.16M -$27.1K -128 -2%
GAM
2335
Gould Asset Management
California
$1.16M +$1.06K +5 +0.1%
LA
2336
LexAurum Advisors
Kansas
$1.16M -$18.4K -87 -1%
AIM
2337
Advyzon Investment Management
Illinois
$1.16M +$761K +3,594 +108%
CWM
2338
Cahaba Wealth Management
Georgia
$1.15M +$6.98K +33 +0.5%
LMKC
2339
L.M. Kohn & Company
Ohio
$1.15M +$95K +449 +7%
VIA
2340
Virtus Investment Advisers
Connecticut
$1.15M +$1.39M +6,566 +2,288%
JSL
2341
JT Stratford LLC
Georgia
$1.15M -$139K -657 -9%
TCBWMS
2342
Texas Capital Bank Wealth Management Services
Texas
$1.15M +$491K +2,320 +51%
ALAM
2343
Asahi Life Asset Management
Japan
$1.15M -$372K -1,760 -20%
EFA
2344
Evernest Financial Advisors
Indiana
$1.14M -$359K -1,694 -20%
ASBI
2345
American State Bank (Iowa)
Iowa
$1.14M -$12.7K -60 -0.9%
CP
2346
Canopy Partners
Ohio
$1.14M +$71.1K +336 +5%
SFWA
2347
Summit Financial Wealth Advisors
Louisiana
$1.14M -$6.35K -30 -0.4%
CGF
2348
Constant Guidance Financial
Massachusetts
$1.14M +$1.44M +6,825 New
MSS
2349
Mitchell Sinkler & Starr
Pennsylvania
$1.14M +$292K +1,380 +25%
CIG
2350
Cascade Investment Group
Colorado
$1.14M +$145K +685 +11%

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.