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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
1WM
2526
1858 Wealth Management
Ohio
$1.13M +$370 +2 +0%
CWA
2527
Consilio Wealth Advisors
Washington
$1.12M +$28.1K +152 +3%
GAB
2528
German American Bancorp
Indiana
$1.12M +$31.3K +169 +4%
MWS
2529
MFA Wealth Services
California
$1.12M +$891K +4,818 New
IPW
2530
Inlet Private Wealth
Florida
$1.12M -$12K -65 -1%
CVA
2531
Central Valley Advisors
California
$1.11M -$3.28M -17,710 -79%
ACA
2532
Atlas Capital Advisors
Wyoming
$1.11M -$86.9K -470 -9%
APWA
2533
Atlas Private Wealth Advisors
New Jersey
$1.11M +$2.04K +11 +0.2%
BCA
2534
Bay Capital Advisors
Virginia
$1.1M +$881K +4,765 New
BCP
2535
Berkeley Capital Partners
Georgia
$1.1M -$37.2K -201 -4%
VFA
2536
Voya Financial Advisors
Connecticut
$1.1M -$6.1K -33 -0.7%
AWA
2537
Aletheian Wealth Advisors
Washington
$1.1M +$68.2K +369 +8%
ARG
2538
Advisory Resource Group
Oklahoma
$1.09M -$353K -1,910 -29%
SGCA
2539
Steel Grove Capital Advisors
Tennessee
$1.09M -$159K -862 -15%
BWM
2540
BigSur Wealth Management
Florida
$1.09M -$386K -2,085 -31%
KA
2541
KLCM Advisors
Wisconsin
$1.09M -$747K -4,040 -46%
HIM
2542
Hillsdale Investment Management
Ontario, Canada
$1.09M -$40.7K -220 -4%
PAS
2543
PKS Advisory Services
New York
$1.08M +$864K +4,673 New
KMWM
2544
Keudell/Morrison Wealth Management
Oregon
$1.08M -$44.8K -242 -5%
WA
2545
Wealthstream Advisors
New York
$1.08M +$12.9K +70 +2%
MWM
2546
Merriman Wealth Management
Washington
$1.08M +$29.8K +161 +4%
MAM
2547
Milestone Asset Management
Pennsylvania
$1.08M +$16.8K +91 +2%
OL
2548
one8zero8 LLC
North Carolina
$1.07M +$856K +4,627 New
HFW
2549
Horizon Family Wealth
Illinois
$1.07M -$124K -670 -13%
MWA
2550
Motive Wealth Advisors
Michigan
$1.07M +$778K +4,209 +1,076%

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.