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Broadcom

3,914 hedge funds and large institutions have $842B invested in Broadcom in 2024 Q4 according to their latest regulatory filings, with 674 funds opening new positions, 1,513 increasing their positions, 1,453 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more first-time investments, than exits

New positions opened: 674 | Existing positions closed: 108

50% more funds holding in top 10

Funds holding in top 10: 558839 (+281)

39% more capital invested

Capital invested by funds: $606B → $842B (+$236B)

15% more funds holding

Funds holding: 3,4093,914 (+505)

4% more repeat investments, than reductions

Existing positions increased: 1,513 | Existing positions reduced: 1,453

0.82% more ownership

Funds ownership: 75.41%76.23% (+0.82%)

13% less call options, than puts

Call options by funds: $22.9B | Put options by funds: $26.2B

Holders
3,914
Holders Change
+505
Holders Change %
+14.81%
% of All Funds
51.55%
Holding in Top 10
839
Holding in Top 10 Change
+281
Holding in Top 10 Change %
+50.36%
% of All Funds
11.05%
New
674
Increased
1,513
Reduced
1,453
Closed
108
Calls
$22.9B
Puts
$26.2B
Net Calls
-$3.3B
Net Calls Change
-$2.92B
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2501
Kolinsky Wealth Management
New Jersey
$1.19M -$555 -3 -0.1%
AMG
2502
Advisors Management Group
Wisconsin
$1.19M -$12.8K -69 -1%
DE
2503
Diversified Enterprises
Delaware
$1.19M +$68.2K +369 +8%
V
2504
VeraBank
Texas
$1.18M +$14.8K +80 +2%
DCP
2505
DSM Capital Partners
Florida
$1.18M +$197K +1,066 +26%
PFWA
2506
Paces Ferry Wealth Advisors
Georgia
$1.18M -$52.2K -282 -5%
TL
2507
Tradewinds LLC
North Carolina
$1.17M -$26.8K -145 -3%
FWA
2508
FOCUS Wealth Advisors
Texas
$1.17M
FIA
2509
FPC Investment Advisory
California
$1.16M +$59.7K +323 +7%
MFS
2510
Monetta Financial Services
Illinois
$1.16M -$370K -2,000 -29%
Cohen & Steers
2511
Cohen & Steers
New York
$1.16M -$56.8K -307 -6%
ACM
2512
Ascent Capital Management
Oregon
$1.16M +$924K +4,994 New
RFA
2513
Resurgent Financial Advisors
Georgia
$1.16M -$19.6K -106 -2%
SIC
2514
Samalin Investment Counsel
New York
$1.16M +$9.25K +50 +1%
HS
2515
Horan Securities
United States
$1.15M -$113K -610 -11%
AF
2516
Atala Financial
California
$1.15M +$921K +4,977 New
FG
2517
Foster Group
Iowa
$1.15M +$96.2K +520 +12%
FC
2518
Fairscale Capital
New Hampshire
$1.15M
BWA
2519
Bordeaux Wealth Advisors
California
$1.14M +$120K +647 +15%
WA
2520
Win Advisors
Florida
$1.14M +$907K +4,905 New
AGP
2521
Autumn Glory Partners
Texas
$1.13M -$490K -2,647 -35%
ACP
2522
Aveo Capital Partners
Colorado
$1.13M -$14.1K -76 -2%
SRC
2523
Shufro Rose & Co
New York
$1.13M +$803K +4,343 +824%
NAG
2524
Northstar Advisory Group
New Jersey
$1.13M +$900K +4,868 New
TWA
2525
Talisman Wealth Advisors
New Jersey
$1.13M -$40.7K -220 -4%

AVGO Hedge Fund Activity: Q4 2024 in Review

3,914 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2024, worth a combined $842B — up 39% from $606B a quarter earlier.

Buyers outnumbered sellers: 674 funds opened new AVGO positions and 108 closed out — a net gain of 566 holders — while 1,513 added to existing stakes and 1,453 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.21B. The largest seller was Capital World Investors, cutting an estimated $2.68B.

  • 3,914 institutional investors held Broadcom (AVGO) as of Q4 2024, up from 3,409 in Q3 2024.
  • Funds reported $842B of Broadcom stock for Q4 2024, up 39% quarter-over-quarter.
  • 674 funds opened new Broadcom positions in Q4 2024 and 108 closed out, a net change of +566 holders.
  • The largest Broadcom buyer in Q4 2024 was JP Morgan Chase, an estimated $3.21B added.
  • The largest Broadcom seller in Q4 2024 was Capital World Investors, an estimated $2.68B sold.

Based on aggregated 13F filings for Q4 2024.