Tredje AP-fonden has opened a new $370.8M position in $AVGO, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $AVGO.
$AVGO Hedge Fund Activity
We have seen 2,116 institutional investors add shares of $AVGO stock to their portfolio, and 1,916 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 31,423,170 shares (+78.8%) to their portfolio in Q3 2025, for an estimated $10,366,818,014
- CAPITAL WORLD INVESTORS removed 12,713,939 shares (-8.6%) from their portfolio in Q3 2025, for an estimated $4,194,455,615
- WELLINGTON MANAGEMENT GROUP LLP removed 10,906,362 shares (-19.0%) from their portfolio in Q3 2025, for an estimated $3,598,117,887
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added 7,061,626 shares (+693.8%) to their portfolio in Q4 2025, for an estimated $2,444,028,758
- BNP PARIBAS FINANCIAL MARKETS removed 5,416,301 shares (-47.9%) from their portfolio in Q3 2025, for an estimated $1,786,891,862
- BANK OF AMERICA CORP /DE/ removed 5,123,905 shares (-7.6%) from their portfolio in Q3 2025, for an estimated $1,690,427,498
- PRICE T ROWE ASSOCIATES INC /MD/ added 4,904,436 shares (+6.3%) to their portfolio in Q3 2025, for an estimated $1,618,022,480
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AVGO Insider Trading Activity
$AVGO insiders have traded $AVGO stock on the open market 194 times in the past 6 months. Of those trades, 4 have been purchases and 190 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by insiders over the last 6 months:
- HENRY SAMUELI has made 0 purchases and 16 sales selling 689,113 shares for an estimated $252,917,774.
- HOCK E TAN (President and CEO) has made 0 purchases and 19 sales selling 548,154 shares for an estimated $185,095,492.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 61 sales selling 145,933 shares for an estimated $50,036,252.
- KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 46 sales selling 48,412 shares for an estimated $16,807,223.
- CHARLIE B KAWWAS (President, Semi Solutions Grp) has made 0 purchases and 43 sales selling 9,560 shares for an estimated $3,309,571.
- HARRY L. YOU has made 4 purchases buying 4,550 shares for an estimated $1,552,999 and 0 sales.
- JUSTINE PAGE has made 0 purchases and 5 sales selling 4,000 shares for an estimated $1,368,512.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$AVGO Government Contracts
We have seen $70,806,122 of award payments to $AVGO over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NEW 66 MONTH OPEN-MARKET CONTRACT FOR RENEWAL OF CA SOFTWARE, SUPPORT SERVICES, AND MAINTENANCE. CA PROPRIE...: $45,805,030
- CA SOFTWARE MAINTENANCE: $21,091,011
- BROADCOM TECHNICAL SUPPORT SERVICES INDEFINITE DELIVERY/INDEFINITE QUANTITY (IDIQ) CONTRACT - TASK ORDER F...: $3,024,480
- BROADCOM IDIQ TASK ORDER FOR CLARITY INVESTMENT MANAGEMENT TOOL (IMT) SUPPORT SERVICES.: $885,600
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$AVGO Congressional Stock Trading
Members of Congress have traded $AVGO stock 20 times in the past 6 months. Of those trades, 12 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 1 purchase worth up to $15,000 on 01/29 and 3 sales worth up to $45,000 on 01/16, 01/08.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 3 purchases worth up to $45,000 on 12/17, 11/18, 10/17 and 0 sales.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 12/11.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 10/16.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $80,000 on 10/10 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $50,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS has traded it 4 times. They made 4 purchases worth up to $250,000 on 09/17, 08/15, 08/13 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$AVGO Analyst Ratings
Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 17 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 01/15/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
- Rosenblatt issued a "Buy" rating on 12/12/2025
- Piper Sandler issued a "Overweight" rating on 12/12/2025
- Bernstein issued a "Outperform" rating on 12/12/2025
- Oppenheimer issued a "Outperform" rating on 12/12/2025
- Benchmark issued a "Buy" rating on 12/12/2025
To track analyst ratings and price targets for $AVGO, check out Quiver Quantitative's $AVGO forecast page.
$AVGO Price Targets
Multiple analysts have issued price targets for $AVGO recently. We have seen 23 analysts offer price targets for $AVGO in the last 6 months, with a median target of $450.0.
Here are some recent targets:
- Aaron Rakers from Wells Fargo set a target price of $430.0 on 01/15/2026
- Mitch Steves from RBC Capital set a target price of $370.0 on 01/15/2026
- Vijay Rakesh from Mizuho set a target price of $480.0 on 01/09/2026
- William Stein from Truist Securities set a target price of $510.0 on 12/19/2025
- Timothy Arcuri from UBS set a target price of $475.0 on 12/15/2025
- Stacy Rasgon from Bernstein set a target price of $475.0 on 12/12/2025
- Harlan Sur from JP Morgan set a target price of $475.0 on 12/12/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $AVGO ticker page for more data.
