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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
TW
2451
Traveka Wealth
California
$981K -$199K -938 -14%
AI
2452
Atom Investors
Texas
$981K
PWM
2453
Paulson Wealth Management
Illinois
$978K -$165K -779 -12%
ESBC
2454
E.S. Barr & Co
Kentucky
$977K
DP
2455
Dearborn Partners
Illinois
$977K -$161K -759 -12%
RIA
2456
RPG Investment Advisory
California
$976K +$904K +4,270 +274%
AA
2457
Auxano Advisors
Washington
$976K +$109K +516 +10%
PFG
2458
PAX Financial Group
Texas
$975K -$1.06M -5,021 -46%
BWA
2459
Boulder Wealth Advisors
Colorado
$973K +$14.2K +67 +1%
WP
2460
WealthPLAN Partners
Nebraska
$972K +$27.9K +132 +2%
RGC
2461
Roberts, Glore & Co
Illinois
$971K -$86.4K -408 -7%
GWMR
2462
GC Wealth Management RIA
Massachusetts
$968K +$47.6K +225 +4%
CCWM
2463
Cassaday & Co Wealth Management
Virginia
$968K +$4.87K +23 +0.4%
RRCM
2464
Rappaport Reiches Capital Management
Illinois
$967K +$96.3K +455 +9%
BAM
2465
BOS Asset Management
Illinois
$965K -$77K -364 -6%
OPWM
2466
Oxinas Partners Wealth Management
Indiana
$965K +$416K +1,967 +52%
SPWG
2467
Sage Private Wealth Group
Illinois
$964K -$71.5K -338 -6%
FWP
2468
Forefront Wealth Partners
Texas
$963K +$42.8K +202 +4%
TWM
2469
Thrive Wealth Management
Pennsylvania
$959K -$68.2K -322 -5%
GIM
2470
Gold Investment Management
Alberta, Canada
$958K +$67.9K +321 +6%
CWP
2471
Capital Wealth Planning
Florida
$958K +$485K +2,290 +67%
SCA
2472
Sulzberger Capital Advisors
Florida
$955K -$270K -1,274 -18%
HFP
2473
Holistic Financial Partners
Indiana
$955K -$59.7K -282 -5%
RC
2474
Rovin Capital
Arizona
$954K +$112K +531 +10%
BCP
2475
Blackhawk Capital Partners
Wisconsin
$949K -$448K -2,116 -27%

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.