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Broadcom
AVGO

Overview Fund Activity

3,866 hedge funds and large institutions have $839B invested in Broadcom in 2024 Q4 according to their latest regulatory filings, with 653 funds opening new positions, 1,502 increasing their positions, 1,443 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,866
Holders Change
+483
Holders Change %
+14.28%
% of All Funds
51.46%
Holding in Top 10
822
Holding in Top 10 Change
+275
Holding in Top 10 Change %
+50.27%
% of All Funds
10.94%
New
653
Increased
1,502
Reduced
1,443
Closed
108
Calls
$22.9B
Puts
$26.2B
Net Calls
-$3.3B
Net Calls Change
-$2.92B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.02B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.52B
3
BlackRock
BlackRock
New York
+$2.33B
4
GQG Partners
GQG Partners
Florida
+$1.58B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.52B

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$3.36B
2
Invesco
Invesco
Georgia
-$1.95B
3
IAIM
International Assets Investment Management
Florida
-$1.9B
4
PFA
Pathway Financial Advisers
Indiana
-$1.68B
5
Bank of America
Bank of America
North Carolina
-$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
NAG
2501
Northstar Advisory Group
New Jersey
$1.13M +$1.13M +4,868 New
TWA
2502
Talisman Wealth Advisors
New Jersey
$1.13M -$51K -220 -4%
1WM
2503
1858 Wealth Management
Ohio
$1.13M +$464 +2 +0%
CWA
2504
Consilio Wealth Advisors
Washington
$1.12M +$35.2K +152 +3%
GAB
2505
German American Bancorp
Indiana
$1.12M +$39.2K +169 +4%
MWS
2506
MFA Wealth Services
California
$1.12M +$1.12M +4,818 New
IPW
2507
Inlet Private Wealth
Florida
$1.12M -$15.1K -65 -1%
CVA
2508
Central Valley Advisors
California
$1.11M -$4.11M -17,710 -79%
ACA
2509
Atlas Capital Advisors
Wyoming
$1.11M -$109K -470 -9%
APWA
2510
Atlas Private Wealth Advisors
New Jersey
$1.11M +$2.55K +11 +0.2%
BCA
2511
Bay Capital Advisors
Virginia
$1.1M +$1.1M +4,765 New
BCP
2512
Berkeley Capital Partners
Georgia
$1.1M -$46.6K -201 -4%
VFA
2513
Voya Financial Advisors
Connecticut
$1.1M -$7.77K -33 -0.7%
AWA
2514
Aletheian Wealth Advisors
Washington
$1.1M +$85.5K +369 +8%
ARG
2515
Advisory Resource Group
Oklahoma
$1.09M -$443K -1,910 -29%
SGCA
2516
Steel Grove Capital Advisors
Tennessee
$1.09M -$200K -862 -15%
BWM
2517
BigSur Wealth Management
Florida
$1.09M -$483K -2,085 -31%
KA
2518
KLCM Advisors
Wisconsin
$1.09M -$937K -4,040 -46%
HIM
2519
Hillsdale Investment Management
Ontario, Canada
$1.09M -$51K -220 -4%
PAS
2520
PKS Advisory Services
New York
$1.08M +$1.08M +4,673 New
KMWM
2521
Keudell/Morrison Wealth Management
Oregon
$1.08M -$56.1K -242 -5%
WA
2522
Wealthstream Advisors
New York
$1.08M +$16.2K +70 +2%
MWM
2523
Merriman Wealth Management
Washington
$1.08M +$37.3K +161 +4%
MAM
2524
Milestone Asset Management
Pennsylvania
$1.08M +$21.1K +91 +2%
OL
2525
one8zero8 LLC
North Carolina
$1.07M +$1.07M +4,627 New
99 100
101
102 103