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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
SAM
2401
Secure Asset Management
Michigan
$1.05M +$149K +703 +13%
VCM
2402
Virtue Capital Management
Tennessee
$1.05M +$697K +3,291 +110%
PRP
2403
Peak Retirement Planning
Ohio
$1.05M +$32.2K +152 +2%
HPM
2404
Hoxton Planning & Management
West Virginia
$1.05M +$44.7K +211 +3%
MSWM
2405
McGlone Suttner Wealth Management
Wisconsin
$1.05M +$212K +1,003 +19%
IC
2406
Inscription Capital
Texas
$1.05M +$168K +792 New
PCA
2407
Purkiss Capital Advisors
Connecticut
$1.05M +$6.77K +32 +0.5%
GF
2408
Gries Financial
Ohio
$1.05M +$38.3K +181 +3%
1M
2409
1248 Management
Missouri
$1.04M +$1M +4,726 +312%
LWM
2410
Liberty Wealth Management
California
$1.04M +$131K +621 +11%
FFA
2411
Fi3 Financial Advisors
Indiana
$1.04M -$472K -2,230 -26%
CWM
2412
Centric Wealth Management
Illinois
$1.04M +$42.3K +200 +3%
GCIA
2413
Gabelli & Co Investment Advisers
New York
$1.04M +$84.7K +400 +7%
SH
2414
SeaTown Holdings
Singapore
$1.04M -$3.39M -16,000 -72%
TWM
2415
TCFG Wealth Management
California
$1.04M +$119K +563 +10%
RH
2416
RFG Holdings
Texas
$1.04M +$127K +601 +11%
CFMC
2417
Curbstone Financial Management Corp
New Hampshire
$1.04M +$97.4K +460 +8%
MA
2418
MKT Advisors
California
$1.03M +$12.3K +58 +0.9%
CAM
2419
Cidel Asset Management
Ontario, Canada
$1.03M -$102K -482 -7%
RF
2420
Rossby Financial
Florida
$1.03M +$356K +1,682 +46%
GA
2421
Goldstein Advisors
Wisconsin
$1.03M +$521K +2,461 +66%
FCM
2422
Fourpath Capital Management
Oklahoma
$1.03M -$100K -473 -7%
MHC
2423
May Hill Capital
Massachusetts
$1.03M +$50.6K +239 +4%
BI
2424
Bradyco Inc
Massachusetts
$1.03M
ARG
2425
Advisory Resource Group
Oklahoma
$1.03M +$301K +1,422 +30%

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.