We are live on ! Find out more
AVGO icon

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
TPWA
2576
Twin Peaks Wealth Advisors
California
$1.02M +$108K +585 +15%
EMAM
2577
Encompass More Asset Management
California
$1.02M +$218K +1,179 +37%
COCM
2578
Charter Oak Capital Management
New Hampshire
$1.01M +$72.5K +392 +10%
VAM
2579
Verity Asset Management
North Carolina
$1.01M +$103K +556 +14%
RI
2580
Ridgewood Investments
New Jersey
$1.01M
JLBC
2581
J.L. Bainbridge & Co
Florida
$1.01M +$6.66K +36 +0.8%
CCA
2582
Catalyst Capital Advisors
New York
$1.01M +$105K +570 +15%
SMG
2583
Smart Money Group
Texas
$1M +$3.88K +21 +0.5%
WCM
2584
WealthBridge Capital Management
Ohio
$1M +$96.7K +523 +14%
CPC
2585
Congress Park Capital
New York
$1M
GC
2586
Gilbert & Cook
Iowa
$1M -$808K -4,370 -50%
NP
2587
Ninepoint Partners
Ontario, Canada
$1,000K -$175K -946 -18%
MCM
2588
Mengis Capital Management
Oregon
$998K +$398K +2,150 +100%
DLA
2589
Douglas Lane & Associates
New York
$990K +$3.51K +19 +0.4%
MLA
2590
My Legacy Advisors
Oregon
$989K +$145K +786 +22%
HA
2591
Hofer & Associates
California
$988K +$185 +1 +0%
BCMLT
2592
Beacon Capital Management LLC (Tennessee)
Tennessee
$987K +$2.04K +11 +0.3%
NWM
2593
Northcape Wealth Management
New York
$986K -$18.5K -100 -2%
TI
2594
Truepoint Inc
Ohio
$983K +$84.3K +456 +12%
SAF
2595
Smith Anglin Financial
Texas
$982K -$145K -783 -16%
CFS
2596
Coordinated Financial Services
Colorado
$982K +$783K +4,234 New
OPOWM
2597
One Plus One Wealth Management
Florida
$979K +$15.7K +85 +2%
WDC
2598
Woodward Diversified Capital
California
$977K -$1.11M -6,015 -59%
KAM
2599
Knightsbridge Asset Management
California
$977K +$54K +292 +7%
RW
2600
Rockport Wealth
Ohio
$977K +$7.77K +42 +1%

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.