Guru Ownership Trend
Guru Analysis for Broadcom Inc. (AVGO)
Broadcom Inc. (AVGO), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $9.81 B.
Top institutional holders include Ken Fisher and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.14 B net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 187.8%. Conversely, Ray Dalio reduced exposure by 26.7%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.51% | Add 1.9% | 12,611,740 | $4.16 B | Q3 2025 | |
| 0.90% | Add 10.7% | 4,293,106 | $1.4 B | Q3 2025 | |
| 2.95% | Add 6.9% | 2,889,614 | $953.31 M | Q3 2025 | |
| 2.62% | Reduce -8.2% | 2,810,749 | $927.29 M | Q3 2025 | |
| 1.88% | Add 11.8% | 2,060,624 | $679.82 M | Q3 2025 | |
| 0.88% | Add 187.8% | 1,587,200 | $523.63 M | Q3 2025 | |
| 3.72% | New Buy | 1,549,412 | $511.17 M | Q3 2025 | |
| 1.09% | Reduce -26.7% | 845,391 | $278.9 M | Q3 2025 | |
| 0.23% | New Buy | 408,600 | $134.8 M | Q3 2025 | |
| 0.46% | Add 17.7% | 321,298 | $106 M | Q3 2025 | |
| 0.28% | Reduce -1.1% | 180,395 | $59.51 M | Q3 2025 | |
| 0.52% | Reduce -4.0% | 114,719 | $37.85 M | Q3 2025 | |
| 0.21% | Reduce -2.3% | 64,081 | $21.14 M | Q3 2025 | |
| 0.19% | Add 15.8% | 41,133 | $13.57 M | Q3 2025 | |
| 0.01% | Add 22.5% | 3,920 | $1.29 M | Q3 2025 | |
| 0.00% | Reduce -16.6% | 1,207 | $398,201 | Q3 2025 | |
| 0.03% | Reduce -2.7% | 878 | $289,515 | Q3 2025 | |
| 0.00% | Add 8.3% | 827 | $272,404 | Q3 2025 | |
| 0.00% | New Buy | 102 | $33,651 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Broadcom Inc. (AVGO)
Major holders include Ken Fisher ($4.16 B), Cliff Asness ($1.4 B), Chase Coleman ($953.31 M). According to the latest reported data, 19 tracked investment managers collectively hold approximately 29.78 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.14 B, with 12 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited AVGO. The total reported sell value was $211.33 M.
Yes, 3 managers opened new positions in AVGO, and 9 increased their existing holdings. The total reported buy value was $1.35 B.