We are live on ! Find out more
AVGO icon

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
SB
2426
Sunflower Bank
Texas
$1.03M +$15.2K +72 +1%
CCA
2427
Catalyst Capital Advisors
New York
$1.03M +$376K +1,776 +41%
CT
2428
Coastline Trust
Rhode Island
$1.03M +$439K +2,075 +51%
FA
2429
FDx Advisors
Illinois
$1.02M -$108K -508 -8%
MAC
2430
Mason & Associates (California)
California
$1.02M +$122K +578 +10%
SIC
2431
Sterling Investment Counsel
New York
$1.02M +$806K +3,808 +166%
EFL
2432
ERn Financial LLC
Wisconsin
$1.02M -$49.1K -232 -4%
TWM
2433
Trueblood Wealth Management
Ohio
$1.01M +$50.6K +239 +4%
FIA
2434
FPC Investment Advisory
California
$1.01M -$44.7K -211 -4%
CFG
2435
Carr Financial Group
Massachusetts
$1.01M -$8.89K -42 -0.7%
KSWWM
2436
Keyes Stange & Wooten Wealth Management
Florida
$1.01M -$187K -885 -13%
IWP
2437
Invenio Wealth Partners
Florida
$1.01M -$176K -832 -12%
HT
2438
Heritage Trust
Oklahoma
$1.01M
PW
2439
Paladin Wealth
Minnesota
$1M +$13.8K +65 +1%
HP
2440
Holistic Planning
Texas
$1M +$37.9K +179 +3%
IFPG
2441
Intrepid Financial Planning Group
Indiana
$1,000K
II
2442
Impact Investors
California
$997K -$53.3K -252 -4%
VARA
2443
Value Aligned Research Advisors
New Jersey
$996K +$1.02M +4,812 +423%
SCM
2444
Saxony Capital Management
Missouri
$996K -$201K -950 -14%
MHR
2445
Matthew Hamilton Rosenberg
$996K -$7.2K -34 -0.6%
SPWM
2446
Spartan Planning & Wealth Management
North Carolina
$992K -$324K -1,532 -21%
FG
2447
Foster Group
Iowa
$990K +$200K +943 +19%
XC
2448
XY Capital
Hong Kong
$987K +$1.25M +5,894 New
MCM
2449
Mengis Capital Management
Oregon
$986K +$335K +1,585 +37%
HFS
2450
Heritage Financial Services
Massachusetts
$984K -$14.6K -69 -1%

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.