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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
PMSA
2551
Patrick M. Sweeney & Associates
Illinois
$1.07M -$925 -5 -0.1%
WF
2552
Whelan Financial
California
$1.06M +$287K +1,551 +51%
BBWP
2553
Beacon Bridge Wealth Partners
Pennsylvania
$1.06M -$69.4K -375 -8%
BSB
2554
Bangor Savings Bank
Maine
$1.06M +$25.9K +140 +3%
SSW
2555
Smith Shellnut Wilson
Mississippi
$1.06M +$33.8K +183 +4%
NWAG
2556
Net Worth Advisory Group
Utah
$1.06M -$405K -2,188 -32%
SFS
2557
Security Financial Services
Indiana
$1.06M +$30.9K +167 +4%
LCM
2558
LRT Capital Management
Texas
$1.06M +$845K +4,568 New
SAM
2559
Selway Asset Management
$1.05M
MC
2560
Marest Capital
California
$1.05M +$8.51K +46 +1%
TCBWMS
2561
Texas Capital Bank Wealth Management Services
Texas
$1.05M +$71K +384 +9%
CFD
2562
Creative Financial Designs
Indiana
$1.05M +$2.4K +13 +0.3%
SWP
2563
Semus Wealth Partners
Florida
$1.05M +$5.92K +32 +0.7%
OIM
2564
Oder Investment Management
California
$1.04M
AWM
2565
Aries Wealth Management
Maine
$1.04M
FH
2566
FWG Holdings
Florida
$1.04M +$7.4K +40 +0.8%
ACC
2567
Acorn Creek Capital
Colorado
$1.04M -$107K -579 -11%
LOIP
2568
Live Oak Investment Partners
Texas
$1.03M
KWA
2569
Kellett Wealth Advisors
Ohio
$1.03M +$43.1K +233 +6%
EWA
2570
Evolution Wealth Advisors
Florida
$1.03M +$153K +827 +23%
APW
2571
Aventura Private Wealth
Florida
$1.03M +$824K +4,457 New
PPA
2572
Pacific Point Advisors
California
$1.03M +$859K +4,645 New
RWI
2573
Red Wave Investments
Pennsylvania
$1.03M -$47.7K -258 -5%
CA
2574
Callahan Advisors
Texas
$1.03M -$45.3K -245 -5%
KHCM
2575
Kirtland Hills Capital Management
Ohio
$1.02M +$192K +1,037 +31%

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.